Embedded Files
Record payments for project site's other income and item types that are not related to billed items
Record payment deductions such as withholding tax and PWD/Senior Citizen discounts.
NOTES:
Ensure the receipt series or booklets are properly encoded. Otherwise, any transaction wouldn't be entered.
On-site Payments
Go to Manage Payment > Non-Billable
Click "Create" to start.
Fill out the form with the following details:
Provide the unit owner's details:
Search Account #
The system will display the property name and unit owner name
If applicable: Senior Citizen or PWD ID, TIN, Business Style
Payment Date and Receipt Date
Mode of Payment (Cash, Direct Deposit and Check)
Payment Reference Number (for Check and Direct Deposit)
Depository Bank
Paid by
Attachment:
Upload proof of payment, such as deposit slips and screenshots of online payments.
Provide the receipt details:
Select the receipt type - Official Receipt, Acknowledgment Receipt or Invoice
Receipt number - Once the mode of payment has been provided, the next available receipt number will be shown.
The suggested receipt number should match your current receipt type.
Enter the receipt description
Proceed to Payment Application section
Select the item type, remarks, quantity and rate
Click "+ Add New" to add other item types to be paid
If applicable, click the delete icon to remove the item type
Review the entered amount in the Total OR Amount / Paid
Release the payment:
Complete the items #1-8, then release the payment to the unit owner by clicking the Release Button
You may save the payment as draft if applicable
On-site payments with withholding tax
Go to Manage Payment > Non-Billable
Click "Create" to start.
Fill out the form with the following details:
Provide the unit owner's details:
Search Account #
The system will display the property name and unit owner name
If applicable: Senior Citizen or PWD ID, TIN, Business Style
Payment Date and Receipt Date
Mode of Payment (Cash, Direct Deposit and Check)
Payment Reference Number (for Check and Direct Deposit)
Depository Bank
Paid by
Attachment:
Upload proof of payment, such as deposit slips and screenshots of online payments.
Provide the receipt details:
Select the receipt type - Official Receipt, Acknowledgment Receipt or Invoice
Receipt number - Once the mode of payment has been provided, the next available receipt number will be shown.
The suggested receipt number should match your current receipt type.
Enter the receipt description
Proceed to Payment Application section
Select the item type, remarks, quantity and rate
Click "+ Add New" to add other item types to be paid
If applicable, click the delete icon to remove the item type
Review the entered amount in the Total OR Amount / Paid
Complete the withholding tax deduction
Tap the Withholding Tax tab
Tap the Load Invoices tab
If there will be other amounts besides 2%, uncheck the auto-apply, then provide the new amount.
The generated withholding amount will be deducted from the applied invoices
The remaining amount in the payment application screen will be the actual amount paid
The system will apply the default withholding tax of 2% to the applied invoices as well as the excess or advance payment
Release the payment:
Complete the items #1-9, then release the payment to the unit owner by clicking the Release Button
On-site payments with PWD/Senior Citizen discount
Go to Manage Payment > Non-Billable
Click "Create" to start.
Fill out the form with the following details:
Provide the unit owner's details:
Search Account #
The system will display the property name and unit owner name
If applicable: Senior Citizen or PWD ID, TIN, Business Style
Payment Date and Receipt Date
Mode of Payment (Cash, Direct Deposit and Check)
Payment Reference Number (for Check and Direct Deposit)
Depository Bank
Paid by
Attachment:
Upload proof of payment, such as deposit slips and screenshots of online payments.
Provide the receipt details:
Select the receipt type - Official Receipt, Acknowledgment Receipt or Invoice
Receipt number - Once the mode of payment has been provided, the next available receipt number will be shown.
The suggested receipt number should match your current receipt type.
Enter the receipt description
Proceed to Payment Application section
Select the item type, remarks, quantity and rate
Click "+ Add New" to add other item types to be paid
If applicable, click the delete icon to remove the item type
Review the entered amount in the Total OR Amount / Paid
Complete the PWD/ Senior Citizen discount
Tap the PWD/Senior Citizen tab
Tap the Load Invoices tab
If there will be other amounts besides 20%, uncheck the auto-apply, then provide the new amount.
The generated withholding amount will be deducted from the applied invoices
The remaining amount in the payment application screen will be the actual amount paid
The system will apply the default PWD/Senior Citizen discount of 20% to the applied invoices as well as the excess or advance payment
Release the payment:
Complete the items #1-10, then release the payment to the unit owner by clicking the Release Button
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