Overview
When money is receded into a trust account or sent out of a trust account and those transactions are recorded within Property Shell receipts must be issued to the person or entity who has sent or received the funds.
Transactions must be locked before issuing final receipts.
Generating A Receipt
To generate:
- Go to the property/sale that you wish to generate the receipt for
- Navigate to the Payments tab
- Find the Purchaser Payment record
- Click Download Receipt or Save Receipt To Files
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