Printing - [Finance] Customer Receipt
Posted July 26, 2021
The [Finance] Customer Receipt template allows you to print AR Receipts. Follow these steps to configure this template:
1. Go to Sample Templates and download the Finance - Customer Receipt template.
2. Navigate to the Finance Portal > Maintenance > Actions and set up an action within the Customer Receipt Correspondence category. Select the “Mail” method and attach the file that you downloaded in Step 1. For more information about setting up actions, review Configuring Action.
3. To print the AR Receipt, Navigate to Finance > AR > Receipts, select receipt(s) and go to Print option in the multi-action menu. Click “Print” to generate the document.
Note: Download Sample Templates to use as is or to customize further to achieve the desired appearance.
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