QUESTION: 

How do you print a receipt? 

 

PROCESS:

From Receipts > Print Receipt      OR click on the button from the Receipts > New Receipt screen. 

 

After receipts have been entered and are displayed in the unposted receipt register on the Receipts > New Receipt screen, they are ready to print and post to the accounts.  

 

The receipt printing process can be thought of as the 3P’s – 1) Preview; 2) Print; 3) Post 

 

 


 

  1. Verify the Starting Receipt Number to be printed. 
    • If the first receipt number to print is incorrect, it may be changed by clicking in the Starting Receipt Number box, typing the correct number, and tabbing out of the box. 
    • The receipt number will automatically increment as receipts are printed and posted. 
  2. Select the receipt(s) to be printed by clicking to place a check mark in the Print box. 
  3. The total $ amount of receipts and the number of receipts to be printed will display.
  4. 1st P) -  Preview  - Click the Preview Receipts button. 
    • A print preview of the receipt(s) appears along with a message to continue to Step 2. 
    • You may use the <  or  > arrows on the preview toolbar to view each receipt preview, if there are multiple receipts to print in the batch. 
    • If you find an error and do not want the receipts to print, return to the Receipts, New Receipt screen to edit the receipt(s).  After saving the changes, return to Receipts > Print Receipts and start the printing process again.  
  5. 2nd P) -  Print -   Once you are satisfied with the preview, have loaded your receipt forms in the printer,  and are ready to print, click the printer icon (at the top of the preview screen). 
  6. 3rd P) -  Post – Once the receipts have printed and you have the receipts in your hand, click the Post button.  
  7. A confirmation message will display.  
  8. Click “Yes”, if the receipts printed correctly or “No” if they didn’t print correctly.  
  9. If any of the printed receipts had more than six (6) detail lines, a continuation stub will be available to print. 

 

A confirmation message displays confirming your receipts have posted:  

If you are ready to immediately post the deposit, you can click on the link provided.  

If you will post the deposit at a later time, you will go to Receipts, Post Deposit when ready to complete the deposit process.  

 

Note:  Receipts must be included in a deposit before they may be voided. 

 

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