Receipts
Receipts are used to provide a Contact with written acknowledgement of a sum of money. Each Receipts contains one or more Transaction.
Receipts can be manually raised, however there are a number of functions that automatically create them:
When creating a Pre-Tenancy
This will include the prospective Tenants Administration Fees and Holding Deposit
When creating a Tenancy
This will include the Tenants Rent Payment and Deposit
When Pay & Saving a Transaction
From the Contact's Account tab, a Receipt can be manually raised to include any credit transaction
All Receipts are allocated a unique Receipts Number
Alternatively Quick Receipts can be used as a can be used a quicker method to receive money and pay off outstanding debts without having to find and load the Contacts record.
Manually raise a Receipt from the Accounts screen
From the Contact's record click the Account icon.
From the Menu button select Receipts and Create New.
Select the respective transaction from the list of credit transactions displayed.
Click Create.
The receipt can be viewed on screen with the option to Print, Export and or Email.
Undo a Receipt
From the Contact's record click the Account icon.
From the Menu button select Receipts and Undo Previous.
The Contact's previously created Receipts will be displayed with the most recent at the top. Select the receipt to undo.
A message will prompt to explain 'Undoing a Receipt will delete the Receipt record but leave the transactions in place. Are you sure you want to do this?'. Click yes to Continue.
When you delete a credit the Receipt will be automatically deleted.
View/Email Previous Receipts
From the Contact's record click the Account icon.
From the Menu button select Receipts and View/Email Previous.
The Contact's previously created Receipts will be displayed with the most recent at the top.
A message will prompt to explain 'Undoing a Receipt will delete the Receipt record but leave the transactions in place. Are you sure you want to do this?'. Click yes to Continue.
Receipt header and footer text can be defined in Configuration & Administration-> Company Configuration select the Company. Under Financial options are available for Receipt Footer Text Lettings, Receipt Footer Text Sales and Receipt Letterhead.