Receipt A Deposit Via A Contract

PropertyMe Grow CRM enables you to easily and quickly process a deposit directly within the relevant contract.

This article will guide you through processing a deposit via a contract.

1. On the side menu, click Properties.
2. Click Contracts.
   
3. Click the listing address to open.
   
4. Click Deposit.
   • If you haven't created a ledger against the contract yet, you will be prompted to do so now.
      
5. Click Receipt Deposit.
   
6. Fill in the deposit details:
   • Date
   • Ledger Account
   • Receive From
   • Method
   • Listing
   • Reason
   • Amount
      
7. Decide whether the receipt will be sent via email:
   • Yes: Tick the 'Send Receipt By Email' checkbox.
   • No: Untick the 'Send Receipt By Email' checkbox.
      
8. Click Save.