Receipting Housing Benefit

Go to the ‘Tenancy’ module and click on the ‘Tenancy Centre’ on the bottom tool bar

Then click ‘Benefit Receipt’ on the top tool bar

A New window will appear. Click on the ‘Address Book’ icon against ‘Account Ref’ to bring contact list up or select from ‘Drop down’ list

This will then bring up the ‘Contact List’ choose from the list by clicking on the line once to highlight it in blue and click ‘Select Contact’

This will then bring the transactions up against that contact

Check ‘Bank Details’ are correct

Enter ‘Date’ and ‘Reference’ - This is what will appear on bank reconciliation

Click ‘Pay in Full’ - It will allocate amount against transaction

Click on ‘Post Receipt’

This will then bring up the following message – click ‘Yes’ 

Agent Version Only

It will then bring up a new window to clear receipt to Landlord, click ‘Clear Receipt’ – it will ask ‘Do you want to mark this receipt as cleared and post due transaction to the Landlord account’ – click ‘Yes’

It will ask – ‘Are you sure you want to post this receipt to Sage’ – click ‘Yes’

When you create a landlord statement from the ‘Landlord’ module the transaction will appear on the statement

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