Printing and emailing payment receipts

Sales > Printing and emailing payment receipts

Printing and emailing payment receipts

For each receipt transaction you record, a corresponding receipt can be printed and/or emailed. Receipt transactions can be recorded using the following windows:

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Receive Payments

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Sales (New Invoice and New Order using Paid Today)

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Settle Returns & Debits (Receive Refund view).

Receipts cannot be printed and or emailed for:

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reversed receipt transactions

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voided receipts

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bank transactions such as bank deposits or interest earned.

Payment receipts correspond directly to receipt transactions. That is, when you record a receipt transaction, the information you entered in the transaction can be printed and/or emailed on a payment receipt. Because of this relationship, if you change, reverse, or remove a receipt transaction, the payment receipts that have been printed and/or emailed may no longer be valid.

If you subscribe to the Merchant Account Service, you can print a credit card receipt in the Processed Receipt window after a credit card payment has been approved.

To print payment receipts

1

Go to either the Sales or Banking command center and click Receipts. The Review Receipts Before Printing window appears.

2

If you print receipts on preprinted stationery, type the number of the first receipt in the Number of First Receipt in Printer field.

3

Type the number of receipts you want to print in the Print field.

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If you want to filter the information to be displayed on the customer receipt, click Advanced Filters. For more information, see ‘Advanced filters’.

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Click in the select column next to each receipt you want to print.

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Click Print.

To email payment receipts

1

Go to either the Sales or Banking command center and click Receipts. The Review Receipts Before Delivery window appears.

2

Select the Receipt Type from the drop down menu.

3

Select the Template you want to use for the email.

4

Enter the Email Information for the recipients of the email by entering email addresses in the To, Cc and Bcc fields.

5

If you want to filter the information to be displayed on the customer receipt, Click Advanced Filters. For more information, see ‘Advanced filters’.

6

Click in the select column next to each receipt you want to email.

7

Click Send Email.

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Customizing forms

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Receiving payments

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