Property Owners and Suppliers
Access to this option is controlled by "Permission option" 75.
Each Supplier / Property Owner has a unique reference. This is defineable by you. When adding a new entry the "Reference" can be any combination of characters up to ten digits in length.
If a button appears to the right of the Zip/Post code then you are integrated with one of our Zip/Postcode database partners. Enter the post code and select the button. The address will be entered for you.
The "Type" setting determines whether this is a "Supplier" or a "Property Owner". If a "Property Owner" identify the " Units/Rooms " owned by them using the "Unit/Room Owner details" option, also when this information is saved an identical " Client" will be created also. You will invoice your "Owners" for a variety of services and therefore an identical entry is needed in the Debtors Ledger also. There are "Owner" specific options which merge transactions in both Ledgers for reporting, payment and efficiency purposes. See "Calculate Owner Income and Charges" for more information.
If you have a recognised label printer available to your computer the label button will appear. Click it and an address label will be printed.
Select the "VISA" button to store card details for this account. These are used when you use the Payments option.
Bank accounts can be stored for each accountt. Select the "Bank Accounts" button.
If you want to look at an existing Transaction, Reprint an existing Invoice, add Notes or Comments to a Transaction select the "Transactions " button. All Transactions are shown in reverse date order. Every Transaction for an Account is retained forever.
You can enter a payment for this account using the "Payments" button. With this option you can also apply discounts to transactions and move payments from one transaction to another. All transactions can be shown or only those with outstanding balances. A payment can be entered which need not be applied to a transaction - a "pre-payment ". This pre-payment can be applied later when the transaction is raised. All payments are put into a "pre-payment" balance which can then be applied to one or more transactions.
All payments are stored and you can look at the payment history for an account by selecting the "Payment information " button.
A default currency is defined for each account. When an invoice or credit is processed it will be in this currency by default.
When each Transaction is created the currency of the account is recorded and the exchange rate at the time. If you change the default currency for an existing account this option will modify every transaction for them to show the new default currency and the exchange rate which applies at the time the currency was changed.