CD - Print Receipts
Print Receipts Overview
This program is used to:
- Generate printable (PDF) receipts.
- Email receipts as attachments to customers.
General Tab
| Fields that require further explanation | |
|---|---|
Printed Status | The program will default to print receipts with a status of 'Not Printed' and will therefore print new receipts. To reprint a receipt, change this to 'Already Printed' or 'All'. |
Receipt Number FROM/TO | Use this field to print a single receipt or a range of receipts. |
Receipt Date FROM/TO | Use this field to print receipts for a single date, or across a range of dates. |
Customer Code | Use this field to print receipts for a single customer. |
Print Tab
Sort By
The default is to sort receipts by 'Receipt Number'. Alternatively, you can sort by 'Customer Code'.
Formatting Options
Receipts are generated to Adobe® PDF.
| Fields that require further explanation | |
|---|---|
Print Balance Owing | This field is ticked by default and will display the remaining balance owing on the account, under the receipt total. Un-tick this if you do not want this to print on receipts. |
You can include an alternative Company Logo on a receipts. To do this you will need to tick the 'Use Alternate Logo' checkbox on a customer's account.
For more information, refer to Finance > Commercial Debtors > Customer Information > Customers on the 'Address Info' tab.
Delivery Options
To email receipt(s) as an attachment to the customer(s), tick the 'Deliver via email where possible' field on the 'Print' tab.
This option will use the email address defined in the 'Contact Details' section of each customer's record included.
The program will automatically generate receipts to Adobe® PDF for those customers without email addresses on the customer record.
The email function will also CC each emailed receipt to the address set up in the 'CC Email' field in program Finance > Commercial Debtors > Setup Information > Commercial Debtors Setup on the 'Contact Info' tab. The 'From' details come for the 'Sender Email' field.
Important!
Based on the selection criteria that you entered on the 'General' tab, if the program is going to produce more than 10 emails, you will be prompted with a 'Bulk Email Confirmation' pop-up. You will need to read the message and take note of the number of emails that are about to be produced. You will then need to enter this number into the field on the 'Bulk Email Confirmation' pop-up before proceeding.
Click the 'GO' button to generate/send receipts.
Once processed, all receipt records included will have an updated 'Printed' value of 'Y'.