A VAT Receipt is required to be sent to a tenant after a payment has been made against a Payment Request. 


This can be done when viewing the VAT Receipt. You have the option to either email the receipt to the tenant or print the receipt to send via post. 


If a VAT Receipt has previously been printed or emailed, this information will be displayed in a blue banner at the top of the page.



Another way to send VAT Receipts to Tenants is upon completion of a Bank Statement Reconciliation. Select the Send VAT Receipts button to display all the VAT Receipts from the bank statement that require sending. 


During a bank reconciliation, it's not possible to pay an Invoice and a Payment Request in one payment on the statement.  If you need to do this you will need to reconcile part against one, put the balance in Suspense, then resolve that against the other.




The email or download checkbox will automatically be selected depending on the tenants preferred delivery method. 



To help keep track of VAT Receipts that have not been emailed or printed, a banner will appear at the top of the Client Accounts page showing how many VAT Receipts are ready to send. 



This opens a similar page to the one at the end of a reconciliation but with all VAT Receipts that haven’t been emailed or downloaded yet.