The possible ways to insert an advance are listed as follows. As already mentioned in this manual, it is necessary to distinguish whether the advance which is about to be registered should be treated as an Earnest Money, or as a deposit. For clarifications on the distinction between the two terms, see the section on prepayment Management.
- Option 1: Registration of the advance payment and contextual attachment of the same to the related procedure X
- From the reservation procedure, click ‘Deposit’ and then ‘Insert New Deposit and Attach’
- Complete the data as suggested in Section Register earnest moneys or Section Register Deposits.
- Option 2: Registration of the Advance Payment, and subsequent manual attachment of the same to the related procedure
- From the menu FO > MANAGEMENT > DEPOSITS, click ‘Insert’.
- Register the advance as earnest money (see suggestions regarding Section Register earnest moneys), or as Deposit (see suggestions in Section Register Deposits).
- Attach the advance to the related procedure, following the instructions given in section Attaching the Advance Payment to a File of this chapter.
Post your comment on this topic.