The Receipt Builder is used to record rent payments, edit rent payment records, and to view all the rent payment. The Receipt Builder records must always refer to a tenant. First you have to use Select a Tenant drop down menu on the main window to select the Tenant. Then you click on the Receipt Builder button on the lower left of the main window. This will bring up the Receipt Builder window.

The Receipt Builder screen contains several fields. The Message Center is used by the RentTracker Program to display important messages about the rent. "This payment is for" section lets you select the month for the rent received. The Year box is the year for the rent received. The Notes section allows you to attach notes to a payment. The Amount is for the dollar amount that is being paid which includes late fees and other fees. The Date is the date the payment was made. The Enter button inputs the information into the database. The "View, Edit or Print Receipts" button is self-explanatory. The Cancel button will cancel out the information entered and close the Receipt Builder window.

Adding Rent Records

Enter A New Rent Payment

  First you have to use Select a Tenant drop down menu on the main window to select the Tenant. Then you click on the Receipt Builder button on the lower left of the main window. This will bring up the Receipt Builder window.

  If this is the first payment entered for the Tenant then you will have to manually select the month the payment is for by click in the circle next to the month. The next time you enter a payment the program will automatically select the month for you.

  The Year should be set to the present year. If you need to change the year, click in the box and entered a four digit year (1999 or 2001).

  Enter any Notes about this payment. (Late payment information, for example.)

  The Amount is the payment amount given to the owner. It will be equal to the amount listed as "Rent Amount Due" in the Tenant's record unless a partial payment was previously given for this month. You can change the amount to include late fees by clicking in the Amount box and entering the new amount.

  The Date should have the current date. If you want to change this you can click in the Date box. If you do change the date make sure that if is in the format of month/day/year (01/01/01).

  Note: Pay special attention to the Date field if you are planning to use RentTracker's "Report History" feature. This feature will send a tenant's payment history to an online database. It is very easy to record the incorrect payment date if you're not careful!

  Click on the Enter button will close the window and save the information that you entered.

  Note: The Cancel button will close the window and not save the information that you entered.

Editing Rent Payments

  First you have to use Select a Tenant drop down menu in the main window to select the Tenant.

  Then click on the Receipt Builder button on the lower left of the main window. This will bring up the Receipt Builder window.

  Click on the View, Edit, or Print Receipts button. That will open the Rent Receipt Grid window.

  Then click on the Edit Records button at the top of the screen. That will open the edit window.

  Select the receipt record by clicking on the arrows at the bottom of the edit window or the drop-down lists at the top.

  Edit the Date Paid (Note: All other fields are protected). Click on Save Changes.

  If you want to edit another record then click on the arrows at the bottom of the edit window or the drop-down lists at the top.

  You can exit by clicking on the X at the top of the window.

Deleting Rent Payments

  First use Select a Tenant drop-down menu on the main window to select the Tenant.

  Then click on the Receipt Builder button on the lower left of the main window. This will bring up the Receipt Builder window. Then Click on the View, Edit, or Print Receipts button. That will open the Rent Receipt Grid window.

  Click on the Edit Records button at the top of the screen.

  Select the receipt record by clicking on the arrows at the bottom of the edit window or the drop-down lists at the top.

  Then click on Delete button.

Printing a Rent Receipt

  First use Select a Tenant drop down menu on the main window to select the Tenant.

  Then click on the Receipt Builder button on the lower left of the main window.

  This will bring up the Receipt Builder window.

  Then Click on the View, Edit, or Print Receipts button. That will open the Rent Receipt Grid window.

  Double-click on the gray box to the left of the last name of the receipt that you wish to print (Date of Payment Selected will fill in with the date of the receipt once properly selected.) Click on Print Receipt. (Receipt report will contain all rent payments for the date selected.)

Sorting Rent Payments

  First use Select a Tenant drop down menu on the main window to select the Tenant.

  Then click on the Receipt Builder button on the lower left of the main window.

  This will bring up the Receipt Builder window.

  Then Click on the View, Edit, or Print Receipts button. That will open the Rent Receipt Grid window.

  Click on the column heading that you wish to sort by. (Ex. To sort by date, click on DatePaid)