Bukku x iCARES User Guide
Content:
- How to issue invoice? Pages 2 - 7
- How to do a recurring instruction? Pages 8 - 10
- How to record payment received
from resident & issue official receipt? Pages 11 - 15
- How to record deposit received from
owner / resident? Pages 16 - 19
- How to record deposit refund to owner
/ resident? Pages 20 - 23
- How to create a new payment term? Pages 24 - 26
- How to do payment reminder setting? Pages 27 - 28
- How to view report? Pages 29 - 30
1
How to issue invoice?
2
3
4
5
6
How to issue invoice?
1. Go to Sales > Invoice > New invoice
2. Select the Unit / Customer, item & payment term. ( If cash invoice, the
payment term can select as cash, and the payment will generate
automatically )
3. Click > Save as Ready. ( If send email is tick, the system send a email to
owner as well )
7
How to do a recurring instruction?
8
9
How to do a recurring instruction?
1. Go to Control Panel > Recurring Instruction
2. Do the setting and system will follow your setting to send invoice
automatically, eg. Every 1st day of the month, system will auto send the
Maintenance Charges to multiple selected unit. ( If different unit with
different maintenance charges, can do another recurring instruction for
different maintenance charges)
10
How to record payment received from
resident & issue official receipt?
11
12
13
14
How to record payment received from
resident & issue official receipt?
1. Go to Sales > Payment > New Payment
2. Key in the payment details, and select the bill to knock off.
3. If resident paid by iCARES payment features, the system will auto
generate a payment received trasaction, auto knock off with invoice &
generate an official receipt to resident, this will maximize to easier admin
work with no human error.
15
How to record deposit received from
owner / resident?
16
17
18
How to record deposit received from
owner / resident?
1. Go to Bank > Money In > New
2. Select the unit / customer & key in other details, and select Deposit
Received Account > Save.
19
How to record deposit refund to owner
/ resident?
20
21
22
How to record deposit refund to owner
/ resident?
1. Go to Bank > Money Out > New
2. Select the unit / customer & key in other details, and select Deposit
Received Account > Save.
23
How to create a new payment term?
24
25
How to create a new payment term?
1. Go to Control Panel > Payment Term
2. Key in the details & number of days > select the late interest charges >
Save.
26
How to do payment reminder setting?
27
How to do payment reminder setting?
1. Go to Control Panel > Company setting > Payment Reminder Setting
2. Turn on the coming due & overdue reminder > key in the number of
days > customize the sentences > Save.
28
How to view report?
29
How to view report?
1. Go to Report > Select the report you want
2. Select the period
30
