🧾 Issue Receipts
To issue a receipt, follow the steps below:
📌 Path
Treasury >> Receipts >> Issue Receipt
Steps to issue
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Filter by Condominium, Unit, and Owner.
You can also filter directly by Owner by changing the Filter By option. -
Select the Receipt Type (usually Regular Fees).
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Fill in the Payment Method and the Amount paid by the owner.
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On the right, the system will list the outstanding documents in the selected owner’s account.
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Choose between:
- Automatic Selection: the system automatically selects the debts that match the entered amount.
- Manual Selection: manually tick the documents to be paid in the Paid column.
⚠️ The Balance must be 0, which means the total selected matches the payment amount.
🖨️ Print and Send
- Once saved successfully, the Print button will appear to preview the receipt.
- If email sending is enabled, the Email button will also be available — just click it, and the receipt will be sent to the configured email address(es).
🔍 View Later
Treasury >> Receipts >> View Receipt- or
Entities >> Owners >> Account Statement
💡 Payments Exceeding the Debt Amount
If the amount paid exceeds the debt, a line will appear at the bottom of the receipt window allowing you to record the excess amount as credit.
✏️ Edit Receipts
Treasury >> Receipts >> Edit Receipt
- Just fill in the receipt number and the condominium, then click Search.
- Editing has a practical effect on the lines and some fields of the header of the receipt.
🗑️ Delete Receipts
Treasury >> Receipts >> Delete Receipt
- Enter the receipt number and the condominium, then click Search.
- All remaining fields will be filled automatically.
- After confirming the data, click Delete.
⚠️ This is an irreversible action.
It is recommended to print the receipt before deleting it, as it may be useful for reprocessing.