Where can I receipt funds?
You Receipt funds in a few places including the Global Create Button and in the Actions drop-down menu within records like Contacts, Invoices, Ownerships, Tenancies and Properties.
How do I receipt funds?
You'll start by filling in a few details...
Add in the details
Folio to receipt - the ownership, tenancy or contact you are receiving funds in respect of
Received from - the contact your received the funds from
Amount received - the amount that was received from the contact
Bank account - the bank account the funds were sent to (this will almost always be your default)
Date - the date the funds were received
Add in the payment details
Payment method
Reference
Line Items
Invoices
If the folio you have selected has outstanding invoices the invoices will have funds allocation automatically however you can just as easily unallocated these funds.
Rent
If the folio you have selected is a tenant you will see that there will automatically be a rent line item which will calculate the new paid to date based on the amount received.
Please note this will automatically apply the rent to the oldest rent first.
Deposit
If after you have applied the funds to rent or other invoices and you have an outstanding amount or if these funds don't relate to any rent or invoices you can add a line item of a deposit.
