Receipting Rent (Agent Version)

Go to the ‘Lease’ or ‘Tenancy’ module – Click on a ‘Tenant’ to highlight it and click on ‘Lease / Tenancy Receipt’.

A new window will appear – The highlighted agreement details will fill in automatically.

Check ‘Bank Details’ are correct

Enter ‘Date’ and ‘Reference’ and this is what will appear in the bank reconciliation

Click ‘Pay in Full’ and it will allocate amount against transaction

‘Post Receipt’

It will then bring up a new window to clear receipt to the Landlord, click ‘Clear Receipt’

‘Do you want to mark this receipt as cleared and post due transactions to the Landlord account’ – click ‘Yes’

 

If you click ‘Yes’ it will open a new window for you to create a Landlord Statement if you click ‘No’ you can create a statement at a later date from the ‘Landlord’ module

• Related Articles

• Receipting Rent (Landlord Version)

  Go to the ‘Tenancy’ module – choose the ‘Tenancy Centre’ tab at the bottom of the screen and click on the Tenant to highlight which one you are receiving payment from then. Click ‘Tenant Receipt’. A New window will appear with the Tenants details. ...

• Wrong Property Showing When Receipting Rent

  This is an issue that relates to department codes and commonly occurs when a department code is shared by two properties. In the example we have below, we can see that the Property is set to Propert Road (Test). We have posted this month’s rent into ...

• Deposit Receipt and Return (Agent Version)

  These procedures are for both the Landlord and the Agent version, however please bear in mind which bank account you are using when receipting and refunding. Receipting Deposit Custodial (Paid onto deposit scheme) Once you have received the deposit ...

• The Agent Module (Agent Version)

  The 'Agent' module contains tools, features and reports relating to the Agent side of the software Options Section   Agent Process Please see document ‘Agent Process’ for more details Landlord Adjustment Please see document ‘Landlord Adjustment’ for ...

• Tenancy Schedule (Agent Version)

  Within the ‘Tenancy’ module you will find the advanced rent schedule; in this window there are various tabs along the bottom.   Re-Create Schedule This function allows you to re-create the schedule, if the rent amount/frequency etc. have changed. ...