Take a deposit

A deposit is one transaction on one account. Confirming it moves the balance and gives the receipt.

Who: Savings Officer (tellers have this role). Before you start: The account is Active.

Step by step

Open Savings › Accounts › Active Accounts, search the member and click the account.

Press the Deposit button across the top. A new transaction opens with the account, the member and the type Deposit filled in.

Type the Amount and pick the Payment Method. Balance After shows what the account will hold.

Press Confirm. The status becomes Confirmed, the receipt number appears and the balance has moved.

Press Print Receipt and hand the receipt to the member.

Payment Method	Also fill in
Cash	Nothing more.
M-Pesa	M-Pesa Code and M-Pesa Phone.
Bank Transfer	Bank Name and the Payment Reference.
Cheque	Bank Name, Cheque Number and Cheque Date.
Check-off/Payroll, Standing Order, Internal Transfer	The Payment Reference, if there is one.

Savings › Quick Actions › New Deposit: the same form, starting from the account box.
The member pays by M-Pesa to the paybill: Co-op Bank collections credit the account by themselves.
The member tells you about a payment on the portal: portal payments.

Message	What to do
Account is not active.	The account is a draft, frozen or closed. Approve, unfreeze or choose another account.
Minimum deposit amount is …	The product sets a smallest deposit.
Maximum deposit amount is …	The product sets a largest deposit.
Maximum balance of … would be exceeded.	The product caps the balance.

Note

A deposit on a Dormant account makes the account Active again.