Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
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.
When to Print
Print receipts whenever you want to confirm your customers' payments.
Information Printed on This Report
Each receipt contains:
- Header information, including your company information, the date the receipt is printed, the document number, whether the payment was made in cash or by check or credit card, the payer and the customer name (if different from the payer), the customer address.
- A signature line where you can acknowledge receipt of the customer payment.
- Detail information that shows information about the document(s) being paid, including the amount applied to each document and any discounts taken.
- If you use Payment Processing, the credit card type, card number (last four digits with other digits masked), and authorization code for Paya credit card transactions.
- Totals that show the total amount paid and the total amount remaining to be paid, in the customer currency and, if the payment was made in a different currency, in the receipt currency, also.
If you use Customer as the print destination, for customers that use an email delivery method, Accounts Receivable emails to each customer a receipt confirmation along with the message you specify in the Email Message ID field.