Payment Receipts

When customers make a payment or deposit, you can send a payment receipt to them as verification.

Payment receipts show:

• Company information (name, logo, address, phone number, URL)

• Customer name

• Payment or deposit amount

• Transactions the payment is applied against

• Amount applied to each transaction

Payment receipts can be printed, faxed, or sent by email to customers.

To generate a payment receipt when you record a payment or deposit

Give your customer a receipt by clicking Save & Print or Save & Email when you record or edit a customer deposit.

• Record a customer deposit at Customers > Accounts Receivable > Record Customer Deposits.

• Record a customer payment by going to Customers > Accounts Receivable > Accept Customer Payments.

To generate a payment receipt when you view a payment or deposit

Print a customer receipt by clicking the Print icon. On the Communication subtab, you can email or Fax the receipt. See Entering Communication Information to a Transaction.

• View a deposit by going to Customers > Accounts Receivable > Record Customer Deposits > List. Click View next to the deposit.

• View a customer payment by going to Customers > Accounts Receivable > Accept Customer Payments > List. Click View next to the payment.

To create customized payment receipts

You can also customize the format of payment receipts to display or hide specific information by going to Customization > Forms > Transaction Forms (Administrator), and customizing the following transaction forms:

• Standard Customer Deposit

• Standard Customer Payment

For more information, see Custom Forms.

General Notices