Cash deposits

Cash deposits

Cash deposits allow you to accept deposits in person and credit them to the client's savings account.

Process

  • Log in to Symba Payments with a user who is authorized to collect cash deposits.
  • In Symba Payments, click the 'Deposit' menu item in the sidebar.
  • Click the 'Create Cash Deposit' button.
  • Enter the savings account number and click the 'Search' button.
  • Select the correct savings account.
  • Enter the deposit amount and select a payment type.
  • Click the 'Next' button to review the details.
  • Review the information and collect the money. When done, press the 'Confirm Cash Deposit' button.

The transaction will be shown in the 'Recent deposits' table with a status of 'succeeded'.

What can go wrong

Cash deposits rarely get stuck because the confirmation is immediate. However, if recording in Microbanking fails after you've confirmed receiving cash, the transaction will be marked as "stuck". This means you've received the client's money but it hasn't been credited to their savings account.

If this happens:

  • Do NOT accept the cash deposit again
  • Resolve the stuck transaction by marking it as succeeded
  • If resolution fails, contact Symba Global Support immediately

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