Pay An Invoice

Once you have received funds in trust for an invoice, and have recorded the receipt in Grow CRM, you can now use these funds to pay an invoice.

This article will guide you through paying an invoice.
 

Pay A Supplier

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the property address against the required listing.
   
4. Click Financials.
5. Click Trust Transactions.
   
6. Hover your cursor over Add Transaction.
7. Click Create Payment.
   
8. Fill in the details of the payment:
   • Date
   • Payment Type
   • Select Invoices
   • Ledger Account
   • Paid To: Set to Supplier
   • Advertising Supplier
   • Method
   • Cheque Number (Appears if Cheque is selected as the Method option)
   • Bank Account Name (Appears if Bank Transfer is selected as the Method option)
   • Bank Account BSB (Appears if Bank Transfer is selected as the Method option)
   • Bank Account Number (Appears if Bank Transfer is selected as the Method option)
   • Bank Transfer Reference(Appears if Bank Transfer is selected as the Method option)
   • Listing
   • Reason
   • Amount
      
9. Click Save.
   

Back to top ^

Pay The Agency

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the property address against the required listing.
   
4. Click Financials.
5. Click Trust Transactions.
   
6. Hover your cursor over Add Transaction.
7. Click Create Payment.
   
8. Fill in the details of the payment:
   • Date
   • Payment Type
   • Select Invoices
   • Ledger Account
   • Paid To: Set to Agency
   • Method
   • Cheque Number (Appears if Cheque is selected as the Method option)
   • Bank Account Name (Appears if Bank Transfer is selected as the Method option)
   • Bank Account BSB (Appears if Bank Transfer is selected as the Method option)
   • Bank Account Number (Appears if Bank Transfer is selected as the Method option)
   • Bank Transfer Reference(Appears if Bank Transfer is selected as the Method option)
   • Listing
   • Reason
   • Amount
      
9. Click Save.
   

Back to top ^

Pay A Contact

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the property address against the required listing.
   
4. Click Financials.
5. Click Trust Transactions.
   
6. Hover your cursor over Add Transaction.
7. Click Create Payment.
   
8. Fill in the details of the payment:
   • Date
   • Payment Type
   • Select Invoices
   • Ledger Account
   • Paid To: Set to Contact
   • Contact
   • Method
   • Cheque Number (Appears if Cheque is selected as the Method option)
   • Bank Account Name (Appears if Bank Transfer is selected as the Method option)
   • Bank Account BSB (Appears if Bank Transfer is selected as the Method option)
   • Bank Account Number (Appears if Bank Transfer is selected as the Method option)
   • Bank Transfer Reference(Appears if Bank Transfer is selected as the Method option)
   • Listing
   • Reason
   • Amount
      
9. Click Save.
   

Back to top ^