How do I follow contract instalments and record a receipt?

Instalments are generated with the contract automatically; your daily job is turning them into receipts on time.

From inside the contract

1. Open the contract and go to the payment schedule tab — Figure 1.
2. Each instalment shows its period, due date, amount, collected, balance and status.
3. Press Record receipt on the instalment and enter the amount, the date and the payment method.
4. You can add an instalment by hand if you need to, or delete one that has not been collected.
5. Print the due-date schedule and hand it to the tenant with the contract.

From the global lists

1. Instalments — Figure 2 — gathers every contract’s instalments with filters by building, period and status.
2. Overdue instalments is the collection clerk’s daily worklist.
3. Receipts — Figure 3 — lists every receipt recorded and lets you print and export them.

Notes

• Enter the real collection date; the monthly collections report and the owner’s account are built on it.
• Part payment is allowed; the balance stays visible on the instalment until it is settled.
• Do not delete a collected instalment to fix a mistake; correct the receipt itself.
• Always print the receipt for the tenant; it is the simplest way to prevent a dispute about payment.