---
title: "Allocating Deposits"
slug: "allocating-deposits-2"
updated: 2026-08-10T20:19:54Z
published: 2026-08-10T20:19:54Z
canonical: "help.idibilling.com/allocating-deposits-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocating Deposits

To allocate a Deposit:

1. Right-click on a deposit from the Make Sale window. This displays the Edit window

**Edit**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34312.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A31Z&se=2026-11-14T11%3A58%3A31Z&sr=c&sp=r&sig=KlthaBNjPKGx3LHi%2FFeQ64WrYUUEEJuXcM7NJ9G8Vnc%3D)
2. Click **Actions** and select **Allocate Deposit**.

OR

Click the **Allocate Deposit** tab and right-click a row and select **New.**

> [!NOTE]
> Note
> 
> A posted balance must be found for a deposit account.