How to Create Service Charge Batch Receipt?

Overview

This article explains how an accountant can create a Batch Receipt for service charges directly from the Accounting module in the property group. Batch receipts allow processing multiple units’ payments efficiently.

Access the Accounting Module

1. From the Global View, select the property group where you want to create the batch receipt.

2. Click Accounting to enter the accounting module for the selected property group.
   
   

Navigate to Service Charges

1. Within the accounting module, go to Units Financials > Service charge.

2. Select Service Charges to view all units and their associated service charge details.

   

Create the Batch Receipt

1. On the Service Charges screen, click Actions.

2. Select Create Batch Receipts.

3. A new window will open where you can fill in the batch details:

   • Units to include

   • Amounts

   • Payment date

   • Description

4. Once completed, click Save to generate the batch receipt.

   
   

Verify the Batch Receipt

1. Open the relevant unit from the service charges screen.

2. Check the last acknowledgment/receipt to confirm the batch receipt was successfully processed.

   

   
   
   

Tips & Best Practices

• Ensure all unit and payment details are correct before creating the batch receipt.

• Use batch receipts to save time when processing multiple units.

• Verify the acknowledgment for each unit to confirm successful posting.

• You can add the developer receivable from this option as well, for individual units or multiple units.