▪️Register Withdraw

This page allows you to register withdrawals. You can use it to input withdraws for multiple clients without needing to access individual client details.

Fields:

• Account Name: Search for the client who withdrew by typing their name and selecting from the list.

If a client is pending due to the unpaid account opening fee, or if their account is deactivated, you can't select them.

• Payment Method: Choose the withdrawal payment method, which can be cash or cheque. Once selected, specify the cash account or the bank account that withdrew.

• Depositor's Name: This is the name of the individual making the withdrawal.

• Have Manual Receipt: Tick this box if you have a manual receipt and then input the voucher/receipt number.

• Description: Use this field to describe the nature of the withdrawal for reference in reports.

• Collect Withdrawal Charges: Tick this box if you want to charge the client for the withdrawal; leave it unticked if not.

Print Receipt

After making the withdrawal, this window will pop up. Select 'Yes' if you want to print the receipt. It will direct you to the receipt, where you can choose to print it.