How Do I Configure Receipt Options for New Payments? – iClassPro Support

IN BRIEF:
Receipt options allow administrators to define how receipt prompts behave when staff record payments from the New Payments screen. These settings control whether staff are prompted to print or email receipts, set default behaviors for various payment types, and configure what information appears on receipts.

Overview
Accessing the Feature
Step-by-Step Instructions
Troubleshooting & FAQs
Related Articles

Overview

Receipt Options determine how the System handles receipt prompts when staff complete a payment. Depending on the settings enabled, staff may be prompted to:

Print a physical receipt for the customer
Email a receipt to the family’s listed email address

Accessing the Feature

Receipt options are not enabled automatically; however, you can configure the default behavior under the Receipt Options settings menu.

Navigate to SETTINGS>TRANSACTIONS>CONFIGURE RECEIPT OPTIONS.
Modify settings as desired.

Step-by-Step Instructions

The Receipt Options dialog is divided into several sections. Modify each section as needed to control how receipts are prompted or generated.

Receipt Options

Enable Print Receipt Prompt When Saving A New Payment
- Enables or disables the entire receipt prompt dialog that appears when staff complete a payment.

Default Email Options

Email Receipts by Default
- If enabled, the email checkbox is automatically selected when processing a payment from the family ledger.
  - NOTE: This option can be manually selected/deselected at the time of each payment, regardless of the default setting.
Email Receipts From Transactions Page
- If enabled, the email checkbox is automatically selected when processing a payment from the TRANSACTIONS > PAYMENTS screen when "Charge from Merchant Account" is selected from the Auto Payment Task drop-down menu.

Default Cash and Check Options

Print Receipts by Default
- If enabled, staff are prompted to print a receipt for customers when processing cash or check payments.
  - NOTE: This option can be manually selected/deselected at the time of each payment, regardless of the default setting.

Default Credit Card and eCheck Options

Print Customer Copy and/or Print Merchant Copy
- Choose whether the option(s) to print one or both types of receipts are enabled by default when credit card or eCheck payments are processed.

Business Identifier

Add your Tax ID number to be printed on:

Payment receipts
Family Full Ledger Report
Family Annual Total Receipts Report (FIN-15)
All Statements

Footer Text

Add a message or greeting (such as “Thank you for your business!”) that appears at the bottom of all printed receipts.
- NOTE: The text is rendered as plain-text only. Rich Text Formatting and/or hyperlinks are not supported.

Refund Policy

Add a description of your refund policy to comply with Visa/Mastercard receipt requirements.
- This text is shown on all receipts throughout the system, including:
  - Office Portal
  - Customer Portal
- Appears just before the Footer Text on printed receipts.

Troubleshooting & FAQs

Why does the receipt prompt dialog not always appear when payments are processed?
- The prompt only appears when payments are entered manually through the New Payments screen. Payments processed in other areas do not trigger the prompt.
If I enable email defaults, will receipts be emailed automatically?
- No. Enabling email defaults only pre-selects the email option during payment processing. Staff can disable the option for individual payments.
Can Footer Text or Refund Policy text differ by location or payment method?
- No. These settings apply system-wide and cannot be customized per location or payment type.
Do customers receive any notification for failed payments?
- Payments initiated via the Office Portal will send the "Autopay Failed Email" for failed payments.
  - This communication template can be customized under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>ICLASSPRO.