Submit Deposit

Submit Deposit Request 

Video Tutorial:

This function allows users to notify the Admin and accounting personnel that the transaction of the funding has been made, and the remittance receipt has been submitted.

This function serves as the primary funding source.

Functions Under the Payment Function Page:

• Review Available Balance and Payment History
  • Payment Status
  • Status Index
• Submit Deposit Request
  • Wire 
    • Remitting Information
  • Check
• Review Payment Detail
• Search Payment 
• Apply Filters
• Export 

Review Available Balance and Payment History

Search Path：Finance - Payment 

Click the "Credit Card" icon

Click "Payment"

On the "Payment" main page, we can view the available amount on the top left corner and the status of the deposit request, the requests divided into the status tabs

Notes:

Available Balance

• The funding that has been remitted and confirmed receiving

Loan

• The credit amount that has been approved to the user

Status Tab

• This is a sort function that helps users to sort and view the payment history with selected payment status

Payment Status

• All
  • All Requests are shown under this index
• Pending
  • Payment/Remittance is under the review
• Success
  • Payment/Remittance has been reviewed and approved
• Denied
  • Payment/Remittance has been denied
• Adjusted
  • Payment/Remittance has been reviewed and approved, but the Payment/Remittance amount has been adjusted by the accounting personnel

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Submit Remittance Receipt (Deposit)

Search Path：Credit Card Icon - Payment - Deposit

Wire

Click "Deposit"

Fill in the information (Please review the below notes)

Notes:

Payment Method

• Submit Amount
  • Amount remitted

Remitting Information

• Remitter
  • Remitter's name / Account holder's name
• Remitter Bank
  • Remitter's bank name
• Account#
  • Remitter's bank account#
• Wire Confirmation#
  • The wire confirmation number of this remittance
• Remitting Date
  • The date on which this remittance occurs
• Memo
  • Additional information
• Upload Document
  • The proof of remittance/wire transfer confirmation
• Save as default remitting information
  • Check this box to set this wiring method as the default 

Click the "Click" and select a copy of the remittance receipt/confirmation

Once the upload is completed, click "Submit"

Once the request is submitted, the status can be reviewed on the payment history page

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Check

Select "Check"

Input check amount and upload a copy of the front and back of the check

Once the upload is completed, click "Submit"

Once the  request is submitted, the status can be reviewed on the payment history page

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Review Payment Detail

Search Path：Credit Card Icon - Payment - Order#

Click the order number under the category: "Order #"

Review the deposit detail

Click Log to review the log history

Click the "Receipt" icon to obtain the transaction number and review the memo

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Search Payment 

Search Path：Credit Card Icon - Payment - [Search Field]

Input the criteria (Please see the below notes)

Notes:

System supports using username, email, and order number to search 

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Apply Filters

Search Path：Credit Card Icon - Payment - Filters

Select filters from the below options (Please see the below notes)

Notes:

Available Filter

• Create Time
• Payment Method
• More filters
  • Submit Amount
  • Deposit Amount 
  • Deposit Time

Apply Filers

Clear Filters

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Export 

Search Path：Credit Card Icon - Payment - Export

Click the "Export" icon to export the payment data

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