Recording a branch receipt (APAC only)

Owned by Fiona Wilson
Last updated: Mar 07, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to APAC only

This guide outlines the process to follow to record and provide a tenant receipt if a tenant makes payment over the phone or in person

1. Enter details

From tenancy, Accounts Functions panel:

  • Expand Receipts and select Allocate/Branch Receipts

  • Total received: enter the amount paid

  • Receipt type: select the method used

  • Description: enter details of what the money was for
    If there are multiple tenants, names should be entered too

2. Check the correct invoices are being paid

  • Unless the amount received exactly matches an outstanding non-rent invoice, the receipt will be automatically allocated to the oldest rent first
    If required, you can manually amend the allocation

3. Create postings

Once you have entered the information correctly:

  • Click Create Postings

To print or email the receipt:

  • Click Print Receipt for options