18. June 2018 17:24
by Admin
0 Comments
The following records a payment of the outstanding balance for a particular owner. This process assumes that a payment has already been made manually by either cheque or direct credit. Please consult your bank regarding making a one-off direct credit payment through your online banking system.
First, select the owner.
Click financial transaction tab
At the footer of the tab click Trust Group Pay
Fill out the details
In the above example, the Trust Group is selected, entered the payment date and batch # (if any)
If you have done a chq, click Save Cheque Transaction Entry, or if you have done a direct credit, click Save DC Transaction Entry. In our example, we had done a Direct Credit.
Once completed, the transaction will show in the transactions history for the owner:
