ποΈ How do I add a bill payable to a landlord?
Create a one-off landlord bill from [Financials] -> [Bills] on Web, then complete [Pay To], [Tenancy], and the bill details in [Add New Bill].
ποΈ How do I download the invoice PDF for a charge?
Open a charge invoice from [Financials] -> [Charges] on Web, then use [PDF] on the invoice page to download the file.
ποΈ How do I download the receipt PDF for an incoming payment?
Open [View Receipt] from [Financials] -> [Cash Movements] -> [Collections], then use [PDF] on the receipt page.
ποΈ How do I edit an unpaid charge?
Use [Edit] in [Financials] -> [Charges] to update an eligible unpaid charge from the edit drawer.
ποΈ How do I manually add a charge from the Charges page?
Create a one-off charge from [Financials] -> [Charges], select the charge recipient, complete the charge line, and save it back to the centralized charges workflow.
ποΈ How do I manually record an incoming payment?
Use [Add Collection] in [Financials] -> [Cash Movements] -> [Collections] to manually record an incoming payment on Web.
ποΈ How do I record a payment for a bill?
Open a bill in [Financials] -> [Bills], use [Record Payment], and save the payment on Web.
ποΈ How do I reverse a recorded payment if I made a mistake?
Use [Financials] -> [Cash Movements] -> [Disbursements] to reverse a currently reversible outgoing payment and roll back the related bill payment effect.
ποΈ How do I reverse an incorrectly recorded incoming payment?
Use [Reverse] in [Financials] -> [Cash Movements] -> [Collections] to reverse an incorrect incoming payment.
ποΈ How do I split a charge into installment charges?
Use [Split Charge] in [Financials] -> [Charges] to divide one eligible charge into 2 to 6 installment charges on Web.
ποΈ How do I update the payment status of a receivable charge?
Use [Record Charge] in [Financials] -> [Charges] to record an offline payment for a charge and update its payment status on Web.
ποΈ Where can I view all my receivable charges?
Open [Financials] -> [Charges] on Web or App to review all current charge records, filters, statuses, and charge details.