You can use the Record a Receipt page to record a receipt.
Applies to: Accountants, Accounting Assistants
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.
- Select the Customer - you can choose from the following entities saved within BindHQ:
- Retail Agencies
- Marketing Companies
- Set Default Filters
- Policy #
- Date Range
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