When recording transactions in the system, users can manually key in invoices and payments, as well as configure the option to set invoice and payment numbers manually if required. Follow the steps below for each section to ensure accurate data entry and billing updates.
Key-in Invoice
Go to Transaction.
Select the relevant Unit No.
Click Invoice, Invoice Billing, Add.
Key in the invoice details.
Click Save to record the transaction.
Key-in Payment
Go to Transaction.
Select the relevant Unit No.
Click Payment, Add, Insert.
Enter the payment details and click Save.
Click Knock-off, select the relevant bill, then click Save again.
Select Yes to confirm the bill has been paid (knocked off).
Proceed to print if needed.
To Set Invoice and Payment Number as Self-Input
Go to Housekeeping, General Setup, Running No.
Under the [Auto] column, untick the boxes for both Invoice and Payment.
This will allow users to manually enter the reference numbers.
Once the manual input is completed, re-enable the Auto option to restore automatic numbering.