Using the Record a Receipt page

You can use the Record a Receipt page to record a receipt.

Applies to:

• Accountants

• Accounting Assistants

Last Updated: June 2024

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 This article explains how you can record a receipt based on customer, policy, insured, and a date range. 

 You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Record a Receipt” from the Accounts Receivable tab

You can use this page to answer the following questions:

• How can I record a receipt in BindHQ?

The Record a Receipt page requires three inputs. 

1. Select the Customer - you can choose from the following entities saved within BindHQ:
1. Insureds
2. Retail Agencies
3. Marketing Companies
4. Suppliers
2. Set Default Filters
1. Policy #
2. Insured 
3. Date Range
1. To
2. From