How to record a payment
This procedure will explain how to record the payment of an expense.
How to Delete an Invoice Created Manually
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the company, the property, or the unit with the invoice that you want to delete. 3. Find the invoice you want to delete, and click on the date of payment (the invoice details…
How to Enter an Expense
Steps to Follow 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Click on “Add” at the top right. 3. Select the supplier. 4. Select the entity to which the expense is assigned (company, property, unit, etc.). The expense is assigned to the entity for which you bought something (service, physical object, etc.)….
How to Pay Off a Credit Card
Steps to Follow 1. Go to the “Accounting” tab and the “Credit Cards” subtab. 2. Find the credit card you want to pay off (it must have a balance). 3. Enter the date of payment, the payment method (account used to pay the card), and the amount. 4. Click anywhere to update the balance. You…
How to Create a Deposit
Steps to Follow 1. Go to the “Accounting” tab and the “Deposits” subtab. 2. Click on “Add” at the top right, and you should see your collections in the “Collections” section. 3. Select the bank account where the collections are deposited. 4. Select the collections that have been deposited into the account. 5. Select the…
How to Charge a Tenant for an Additional Amount
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the unit of the tenant to which you want to charge for the additional amount. 3. Click on “Invoicing” at the top right. 4. Make sure that the invoice is assigned to the…
How to Delete a Rent Payment
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the unit you want to modify. 3. Select the month of which you want to delete the rent payment, and check “Balance at Zero.” 4. Put your mouse next to the amount, and…
How to Create an Invoice for a Contact
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. Click on “Invoicing” at the top right. 3. Tick “Contact” in the “Assignation” column. 4. Select the contact to which the invoice is assigned, or create them if they are not in your contact list. 5. To create the contact, click…
How to Give a Tenant a Free Month
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the unit you want to modify. 3. Click on “Invoicing” at the top right. 4. Make sure that the invoice is assigned to the right company, property, and unit. 5. Check “Lease” in…
How to Give a Tenant a Discount
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the unit you want to modify. 3. Click on “Invoicing” at the top right. 4. Make sure that the invoice is assigned to the right company, property, and unit. 5. Check “Lease” in…
How to Enter a Prepaid Rent
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the unit you want to modify. 3. Select the month that was paid in advance. 4. Enter the date of payment, which will be before the date written on the left, the payment…
How to Enter a Rent Payment Made in Multiple Instalments
Steps to Follow 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, select the unit you want to modify. 3. Select the month that was paid in multiple instalments. 4. Enter the date of the first instalment, the payment method, and the amount. When the payment…
