Printing Receipts

Complete the following steps to generate and print receipts:

  1. Complete the Activities>Receipt Writing Session form, and then click Start to display the Receipt Writing - Transaction Entry Tab.
  2. Enter document information—Receipt, Date, Amount, Description, Deposit Number, Recipient ID and Payer Information.
  3. Enter transaction line items in the transaction entry table.
    • You cannot have both a debit and credit on the same transaction line; you must have one or the other.
    • At least one balanced entry is required. The system generates a transaction source code of CRS—Receipt Writing.
  4. Complete the Receipt Writing - User Defined Fields Tab, if appropriate.
  5. Click Save (if creating a batch) or Post (if processing online) to reach the Load Receipts (Print) form.
  6. Complete the Load Receipts form, and then click OK to print the receipts.

The system displays the Exchange Rate column if the Multicurrency module has been installed and set up by the Administrator (Organization>Add A Module), and the Session currency selected is a currency other than the functional currency (Step 3).