From the transactions menu, select and open the transaction related to the advance by clicking on the yellow pencil left of the transaction. You can search a transaction by civic number, street name etc.
...
(In this section, all areas marked with stars ( * ) are mandatory)
...
TRANSACTION: The identifier of the transaction as well as the location is indicated by default.
...
LENDING INSTITUTION: Organisation that advanced the funds. Make a selection from the drop down menu. If your choice does not appear, you must create it in Modules > Lending Contacts> Lending Institutions > Create .
...
6. Deposit Slip:
...
You can leave this field blank
...
or write the number of the deposit slip
7. If you wish, you can upload and save your cheque in the ‘'Document Upload’' section
8. Submit cash receipt and return to transaction page.
...
9. Once you’ve return returned to your transaction, you can see the information in the ‘' Transaction cash receipt’' section, as well as in the Payable and Receivable Commissions Summary section.
...
| Tip |
|---|
Completed! |