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Turn on Holding Account for Third Party Clients (Creditors)

Anne Greyling
Anne Greyling
  • Updated
  • Select Setup + Accounting + Owners Accounting Options or
  • Type Owner Accounting Otions in the Menu Search
  • Select Trust Options
  • Turn on "Use 3rd Party Holding Account"
  • Save and Exit

Moving funds from 3rd Party Payment Screen to Holding Account

Pay a specified amount to a 3rd Party Creditor from their Holding Account

Transfer Funds from a 3rd Party Holding Account to an Owner, Creditor or Reservation