How to Create a Receivable from the Account Details Screen

Created by Heather Zeh, Modified on Thu, 02 Mar 2023 at 12:03 PM by Heather Zeh

1. Go to the ACCOUNT DETAILS page for the account that a receivable needs to be added to. Click on Create Receivable in the dropdown menu under MORE ACTIONS. 

2. Set the Year, Tax Unit, Receivable Type, and Amount. Set the Suppression, Delinquency Date and 33.07 Date if applicable. Click the Save button.

3. A box will pop up confirming the receivable has been successfully created.

4. Check the Receivables tab and confirm the receivable has been added.