Receipt Setup

Receipts may be printed individually after entering each payment, or en mass through the query builder such as for all payments entered that day, or for a specific campaign, etc.

Multiple receipt templates and letters may be set up. The receipt type of the payment will determine which receipt letter will print.

 

To set up receipts:

 

I. Set up receipt types

1. Go to Tools > Code Setup > Financials > Receipts

2. Select to add a new receipt type. Create a receipt type for each type of receipt letter that will be printed. For example: Dinner, Donation, Tuition, etc.
   Check off Receipt Default if payments with the receipt type selected should default to receive a receipt.
   
   
   

II. Set up print receipt defaults - there is an option on each payment whether to generate a receipt record. The receipt record contains the information that will determine what will print on the receipt when it is printed, including the receipt type, number, and amount. A payment that does not have a receipt record will not be able to receive a printed receipt. To facilitate data entry, defaults can be set to determine when a receipt record should be automatically generated.

1. Go to Tools > Code Setup > Financials > Receipts. For each receipt type that should generate a receipt record, select Default Receipt.
   For example, if tuition payments never receive a receipt, the default receipt should not be selected for the tuition receipt.

2. Go to Tools > Code Setup > Financials > Deposit Accounts. For each bank listed, if payments with that bank (deposit account) should receive a receipt, select Receipt Default.
   For example, if credit and adjustment payments do not receive a receipt, the receipt default should not be selected for the credit bank(s).
   
   

3.   Set up receipt type defaults - the type of receipt that a payment is assigned to receive may be defaulted based on the campaign toward which the payment is applied

1. Go to Tools > Code Setup > Financials > Campaigns > Campaign Codes (if the receipt type is the same for all years of this campaign), or to Tools > Code Setup > Financials > Campaigns > Campaign Ids (if the receipt type is different for the year).

2. Select the receipt type from the Default Receipt dropdown. When applying a payment toward this campaign, the receipt will default to the selected receipt type.