Bank-In Slip

Bank-in Slips can be submitted by debtors via:

• the ‘Submit Bank-In Slip’ button/link in Invoice or Reminder Notice’s emails; or
• the Strataboss Portal

Video: COLLECTION > Bank-In Slips

How to Issue a Receipt for the Bank-In Slip?

Step 1 – Click ‘View’

Step 2 – Click the Bank-In Slip link to view the submitted document. Then, click ‘Create AR Receipt’.

Step 3 – Create an AR Receipt.

Step 4 – After saving the AR Receipt, click ‘Email’ to email the receipt to the debtor.

Communicate with Debtors

Communication – For each Bank-In Slip submission, staff users may view messages left by the Debtor and may leave messages for the Debtor. The Communication section is located at the bottom of each bank-in slip detail's page.