Link an Unlinked Receipt

  • Choose the Debtor with the unlinked Receipt

Choose Debtor

  • Choose the Account (F9) button to see the account.
TAKE NOTE: that there is no Case number on the receipt line

Debtor unlinked account

  • Choose the "Special actions" menu button.

Choose Special Actions

  • Hover over "Link to Case" to be able to link the account to a Case that is linked to this debtor.
  • Click on a case that appears when you hover over link to case.

This will populate the case number in the account enquiry and your unlinked receipt will now be linked to a case.

Account query with Linked receipt

  • The unlinked account is now linked.

Last modified: Wednesday, 8 April 2020, 9:56 AM