PAC - Print Receipts
Overview
This program is used to generate printed versions of receipts or to email receipts as attachments to parents.
General Tab
Fields that require further explanation | |
|---|---|
Fee Receipts | By default, this checkbox is ticked. Untick this and tick the Sundry Receipt checkbox to print sundry receipts only. |
Sundry Receipts | By default, when this checkbox option is selected, it will include the following four types of receipts: Deselect this option and select the 'Fee Receipt' checkbox to print Fee Receipts only. |
General Sundry Receipts | When this option is selected, the program searches for General Sundry receipts. Deselect this checkbox if you don’t want to print them. |
Enrolment Receipts | When this option is selected, the program searches for Enrolment receipts. Deselect this checkbox if you don’t want to print them. |
Events Receipts | When this option is selected, the program searches for Event receipts. Deselect this checkbox if you don't want to print them. These receipts are from payments made by parents through the Parent Lounge page Accounts & Payments > Events & Payments that have been processed using TASS.web program Finance > Parent Accounts > Receipting > Electronic Receipts Processing. |
Extra Curricular Receipts | When this option is selected, the program searches for Extracurricular receipts. Deselect this checkbox if you don't want to print them. These receipts are from payments made by parents through the Parent Lounge page Student Details > Extra Curricular, that have been processed using TASS.web program Finance > Parent Accounts > Receipting > Electronic Receipts Processing. |
*Printed Status | The program default is to print receipts with a status of 'Not Printed' and will, therefore, print new receipts. To reprint a receipt, change this setting to 'Already Printed' or 'All'. |
*Building Fund receipts Only | By default, this is set to 'No'. Change this setting to 'Yes' to only print receipts that have a building fund contribution. |
Batch Number FROM/TO | Use this to print receipts from one or a range of receipt batches. |
Receipt Number FROM/TO | Use this to print a single receipt or a range of receipts. |
Receipt Date FROM/TO | Use this to print receipts with a single date or a range of dates. |
Parent Code | Use this to print receipts for a single parent. |
Print Tab
Sort By
The default is to sort the receipts by number. Alternatively, you can sort by 'Parent Code' or the 'Parent/Sundry name'.
Formatting Options
Receipts are produced to the Adobe® PDF viewer.
Print Balance Owing | By default, this is ticked. The remaining balance owing on the account will print under the receipt total. Untick this if you do not want this to print on the receipts. |
Delivery Options
To email Fee Receipt(s) as an attachment to the parent(s), click on the 'Deliver via email where possible' checkbox on the 'Print' tab. This option will use the email address/es from the Parent(s) 'Billing Address' if a valid email address exists. If not, it will use the email address(es) from the default address.
The ‘Deliver via email where possible’ option is only available for Fee Receipts. Sundry Receipts cannot be emailed from this program.
If you have selected a range of receipts to email, the program will automatically generate printed receipts for parents without email addresses on the parent record. The email function will also CC each emailed receipt to the address set up in the 'CC Email' field in TASS.web program Finance > Parent Accounts > Setup Information > Parent Accounts Setup on the 'Parameter' tab. The 'From' details come from the 'Sender Email' field.
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.