Generate Receipt Forms

Receipt forms include payments you've received based on payment and deposit date. Use receipt forms to understand when and how payments were applied to charges and distributed to clients.

From Receivables, Communications, you can view, add, edit, rename, and generate receipt forms. Under Receipts, search and sort the list to quickly locate the receipt you want. To edit, select the receipt's name or choose Edit from the receipt's menu.

After you add and generate, view the receipt to ensure your parameters are accurate (if not, simply edit and generate again). From the receipt, you can choose to export to a PDF, then print.

  1. From the Communications page, under Receipts, select Add.

  2. Under Basics, enter a name and description, and choose who can generate or modify the receipt.

  3. Select Next.

  4. Under Parameters, specify details to include and set the formatting.

    As you move through each tab, select options and enter details to customize your info. You can always go back and update your parameters when needed.

    Tip: To include logos on statements, select the logo and size under Receipt format. You can add or edit them from Receivables, Settings, Organization logos.

  5. Depending on your needs, save and generate the receipt immediately or save and return at a later time.

  6. To return to the Communications page, select Cancel.