Receipts

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Applies To:     Enterprise            Plus       Basic 

Receipts

Prints Client receipts for payment transactions.

• Template options allow for different receipt formats.
• If the Refund Policy from Admin Menu > Settings > Branch Units is not blank, the Refund Policy will display on Receipts report. Note that the amount of space allowed for the Refund Policy is limited and will truncate if too long for the allowed space.
• Address display changes based on the following:
  • Client address displays: (1) When there is no Payer address and is no Company address; (2) When the Full Page All template is selected.
  • Payer address displays: (1) When there is a Payer address and is no Company address.
  • Company address displays: (1) When there is a no Payer address and is a Company address.  Receipt templates utilize the billing address from the Company record for Company receipts.
  • If exists, Payer Name and/or Company Name will display even if Client address is displayed.