Record payments and send receipts

Platform: ResiCRM · For: Sales, Executive Director

Payments is a bookkeeping ledger. It records money your community already collected. It does not charge, transfer or collect money.

Record a payment

1. Go to Payments, or open a prospect's Payments tab.
2. Choose Record payment.
3. Pick the Prospect / resident.
4. Enter Amount (USD), Collected date, Purpose, Payment method and Paid by.
5. Add a Check / transaction reference and Bookkeeping note if useful.
6. Choose Save payment.

Do not enter bank account numbers, card numbers or health information.

Open or send a receipt

1. Choose the receipt icon on a row.
2. Choose Download PDF or Print.
3. To email it, check Email this receipt to and choose Send.
4. Confirm with Send receipt.

Nothing sends until you confirm. The email history shows on the record.

Correct a record

Leaders can do this. Choose the receipt number to open it.

• Reconcile marks it as matched. Mark unreconciled reverses that.
• Record refund logs returned funds, up to the amount left.
• Void record needs a reason. The original stays in the ledger.

Good to know

• Voiding does not return money.
• A receipt is a manual record, not a processor-issued receipt.
• Sales deposit milestones are separate from this ledger.
• Use Export for a CSV of the current filters.
• Collected, Refunds recorded, Net collected and To reconcile follow your filters.

If something goes wrong

If a receipt email says the address has unsubscribed, nothing was sent. Give the receipt another way, such as a printed copy.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.