Climate First Bank Business User Help Guide

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Completing Deposit The deposit will be assigned a unique number in the system and a success screen will display.

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1. Click the Start New Deposit button to start a new deposit. 2. Click the Download button to download a CSV or PDF version of the deposit report.

Preferences The preferences tab enables users to customize some features as well as update information such as password and email address.

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1. Navigate to the Preferences area by selecting the Preferences tab.

Merchant Capture: Overview