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

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