Receipting Monies Held on an Applicant
1. On the Applicant Record go to Actions > Receipt
2. On the Receipt Screen, enter how much you need to receipt into the Amount Received box. Ensure there are no outstanding invoices that the system is trying to allocate the money against. If any entries are ticked in the Allocate? column Untick them so the money doesn’t get allocated to them. Enter all other relevant information then click Update
3. A message will come up on your screen, you can enter a description for the money if you wish.Otherwise just click Yes.
4. This money will now be available to use against future Invoices.