Accounts Receivable > Invoice Payments > Payment Reports

The Print Payment Receipt function allows you to generate receipts for the payments collected from customers for invoices and advanced bills. You have the option to print the receipt immediately after saving the apply payment transaction or using the Print Payment Receipt function.

The document can be used to acknowledge the payment received from customers.

To print a payment receipt, perform the following steps:

1.Access the Print Payment Receipt function from the Documents group under the Reports main menu in the Accounts Receivable module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. Mark the Individual Receipt # checkbox if you want to generate the report for a single receipt; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Select the type of payments for which you want to print payment receipts:

•Cash

•Check

•Credit Card

•ACH

•Others

Note: You must select a payment type; otherwise, no report will be generated.

7.Mark any or all of the following checkboxes, if applicable:

oPrint Received By Name

Mark this checkbox if you want to print on the receipts the "Received By Name" (i.e., the name of the person who records in AccountMate the AR apply payment transaction).

oSuppress Background Color

Mark this checkbox if you do not want to show the background colors on the receipts.

8.If applicable, select from any of the following options that you want to show in the report:

oShow Pay Code

Select this option if you want to include the transactions' pay code information in the report.

oShow Credit Card #

This option is only available if you have the access right to Show Credit Card Number; otherwise, you cannot find this option in the report interface. Select this option if you want to include the credit card information in the report.

If the ClickToPay feature is enabled and the payment record is coming from the payment portal, the credit card number is masked even if you have the access rights to view it.

The report will only show the first six (6) and the last four (4) digits of the credit card number and the rest are masked.

9.If you are printing more than one receipt, select one of the following options:

•Printed and Unprinted Receipts

•All Unprinted Receipts

•All Printed Receipts

10.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Print Payment Receipt function also provides you with the flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oCustomer #

AccountMate displays the Cash Receipts Report when you double-click the receipt number in the report.

oReceipt #

AccountMate displays the Customer Profile when you double-click the customer number in the report.

oReceipt #

AccountMate displays the Invoice when you double-click the invoice number in the report.

Print Payment Receipt

Print Payment Receipt

See Also