Quick Receipt
The Quick Receipt screen can be used a quicker method to receive money and pay off outstanding debts without having to find and load the Contact's record.
The fastest way to access Quick Receipt is from the Main tab, New Items and Quick Receipt. Alternatively access it via the Quick Receipt icon on the Financial tab, in the Lettings group of the ribbon menu.
Once a Contact and Property have been selected the transaction grid will prefill with outstanding charges.
Adding a Quick Receipt
Select the Contact.
Select the Property.
The Product will default to Payment Received but can be changed.
Specify the Payment Method that the money is being taken in.
Select the Bank Account the money is going to.
Specify the Received Date for the money.
In the Amount Received enter the amount of money you are receiving.
Enter any Statement Notes as required.
Use the Due Date to select the outstanding charges.
Clicking the Run button will pay off the selected charges, any unallocated amount will be credited to the contacts account using the settings selected on the Quick Receipt screen.
Optionally a printed receipt can be produced for the money received.
When an Amount Received is entered it is automatically allocated to the outstanding charges in the transaction grid, starting with the oldest charge first. Any unallocated money will be displayed on the right hand side of the screen.
To change which charges the money is allocated to un-tick the selected charges and tick the desired charges. It is not compulsory to allocate the money against any existing charges.