Receipt Payments

Receipt Vendor Payment

Before receipting a Vendor Payment, ensure you have assigned a Vendor to your property via the Overview tab. Multiple Vendors can be assigned to your property to enable receipting from different people.

1. Go into your property via Real Estate > Properties
2. Click on the Expenses tab, followed by the Trust Ledger tab
3. Click the green Receipt button
4. Select the Receipt Type > Vendor Payment
5. Select your Vendor in the From... list
6. Enter your date prepared, prepared by, payment amount, payment type, and payment reference
7. Optionally enter your Date Funds Received (this can be entered later)
8. The Description is automatically generated for you, but you can modify this if needed
9. Click Next
10. Review your receipt details, and click Confirm to create your receipt

Receipt Purchaser Deposit

Before receipting a Purchaser Deposit, ensure you have assigned a Purchaser to your property via the Overview tab. Multiple Purchasers can be assigned to your property to enable receipting from different people.

1. Go into your property via Real Estate > Properties
2. Click on the Expenses tab, followed by the Trust Ledger tab
3. Click the green Receipt button
4. Select the Receipt Type > Purchaser Deposit
5. Select your Purchaser in the From... list
6. Enter your date prepared, prepared by, payment amount, payment type, and payment reference
7. Optionally enter your Date Funds Received (this can be entered later)
8. The Description is automatically generated for you, but you can modify this if needed
9. Click Next
10. Review your receipt details, and click Confirm to create your receipt

Printing Receipts

1. Go into your property via Real Estate > Properties
2. Click on the Expenses tab, followed by the Trust Ledger tab
3. Click Print on the individual transaction