Use the Process Payment function to receipt cash, cheque, or EFT payments in your Client/Trust Account. Each payment method requires a separate receipt — if part of a payment arrives by cash and part by EFT, create two separate receipts.
How to Process a Payment
Click the [+] Quick Links menu and select Process Payment.
Select the tenancy the payment is for.
Choose the invoice number(s) to apply the payment to.
Enter the payment amount for each invoice.
Click Payment Details and complete the payment date, method (Cash, Cheque, or EFT), and any other required fields.
Click Process Payment.
Note: Create a separate receipt for each payment method used in a transaction.
In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.