You use the A/R Receipts screen to print or e-mail a formal acknowledgment that you have received a customer payment, including details about the documents that were paid and the method of payment.
Tip: You can also print a single receipt confirmation for a selected receipt using the A/R Receipt Entry screen.
Accounts Receivable includes a sample form for laser printers that you can use to print receipts on plain paper: ARRCPT.RPT. You can use this sample form as is, or change it to suit your company’s requirements.
Before you start
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If you use Payment Processing, finish processing the credit card payment before you print the receipt.
Warning! If the Allow Edit after Receipt Printed option is not selected on the A/R options screen, the Charge and Quick Charge buttons are not available after you print the receipt, and you cannot process the credit card payment.
- Make sure your print destination is set to Printer.
To print customer receipts:
- To print a single receipt after you add it to a batch, click Print Receipt on the A/R Receipt Entry screen.
To print a range of receipts, use the A/R Receipts screen in the Transaction Reports folder.
- Make selections in the following fields:
- Use Receipt. Select the report form you want to use for the receipt.
- Report Format. Specify whether to print the receipt in detailed or summary format.
- Reprint Previously Printed Receipts. Select this option to reprint receipts you printed before. Do not select this option if you want to print only receipts that you have not yet printed.
- Delivery Method. Select Print Destination (to print the invoices to the current print destination) or Customer (to use the delivery method specified in each customer record).
- E-mail Message ID. This field appears if you select Customer in the Delivery Method field. Select the code for the receipt message you want to accompany e-mailed receipts.
- Batch/Entry Number. Select a range of receipt batch numbers for which to print invoices. The number of the current batch is displayed by default when you print from the A/R Receipt Entry screen.
- Customer/Document Number. Select a range of customers and document numbers for which to print receipt confirmations.
Customer/Check/Receipt Number. Select a range of customers and check /receipt numbers for which to print receipt confirmations.
If you do not select a range of documents or check/receipt numbers, Accounts Receivable prints receipt confirmations for all the documents or check/receipts for the customer or batch numbers you specify. The number of the current receipt is displayed by default when you print from the Receipt Entry screen.
If you print several document types at once, Accounts Receivable first sorts the document numbers alphabetically, then numerically, to determine which documents belong in the range you specify.
- Click Print.
- If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
- If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.
Note: For Web-based clients, the preview screen appears first when you click the Print button.
If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:
- Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
- Disk file. Save the report to a location you specify.
- Microsoft Mail. Send the report as an e-mail attachment.
You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.
- If you are printing to e-mail, an e-mail message appears with the report attached.