View payments, Add receipts & Print payment report.



A. Update payments


Steps:

1. Click on 'Bills & Payments'

2. Click on 'Payments'

3. Payments can be filtered by date, unit & method (Right-hand 'Filter')

4. Receipt numbers (from Accounting software) can be added, click on 'Add Receipt'




B. Update payments for properties with CSV invoices

Steps:

1. Click on 'Bills & Payments'

2. Click 'Bills' to update payments made by an owner

* Choose the Unit in the 'Unit Box'

* Tick on the rows of payment to be updated or

* Click on 'Mark as Paid' for all outstanding payments paid

* Under the Status box, change the status to 'Paid'

* Add information of payment via iResidenz or Management

* Options to select 'Auto Debit' choose 'Yes'



C. Payments Summary - applicable for PDF & CSV/Excel 

Steps:

1. Click on 'Bills & Payments'

2. Click on 'Payments'

3. Payments can be filtered by date, unit & method (Right-hand 'Filter')



D. Payment Report

Steps:

1. Click on 'Report'

2. Check only on 'All Payments'

3. Select Date Range > Apply > Generate Repo

4. The Report is generated in PDF


E. Settlement Report
Here's how you are able to view the Settlement Report:
  1. Log in to the portal
  2. Click on Bills & Payments > Payments
  3. Click on 'Settlement Ref Number' (in blue text) which will then direct you to a report, 'Settlement Report'
  4. The details of the total number of transactions and the amount paid, as well as when my email was sent out, under 'Notification from iResidenz'  together with iR's settlement will appear.
  5. This report can be downloaded in PDF format.






In order to view payments made to the JMB from units, at the payment page, filter by unit, click on 'Settlement Ref Number' (in blue text) which will then direct you to the report, 'Settlement Report'