Advance Receipt

How to Generate an Advance Receipt?

The Advance Receipt feature allows users to generate a receipt for an advance payment made by the customer. It can also be used to record offline payments made for multiple invoices.

Step 1: Navigate to the Contract Detail Page:
  1. Begin by navigating to the Contract Detail page for the specific tenant.
  2. On the Contract Detail page, scroll down to find the Transaction section.


Step 2: Select the Three-Line Icon:
  1. Find the three-line icon (hamburger menu) within the Ledger section.
  2. Click on this icon to open a dropdown menu.
  3. From the dropdown menu, select the Raise Advance Offline Receipt option.


Step 3: Enter Payment Details:
  1. A pop-up window will appear, prompting you to enter the following details:
    1. Payment Mode: Select the mode of payment (e.g., cash, bank transfer, etc.).
    2. Enter the Amount paid in advance.
    3. Set the Transaction Date when the payment was made.
  2. After entering all the required details, click on the Save button to generate the receipt.




Email Notification:
  1. Once the receipt is generated, an email will be automatically sent to the customer with the receipt attached.


This process allows you to efficiently record and acknowledge advance payments, ensuring that both the customer and the business have accurate and up-to-date financial records.

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