How Can I Generate Receipts for Past Payments ?

IN THIS ARTICLE:
Learn how to print or email a receipt for a payment that has already been recorded on a customer's ledger. 

How do I generate a receipt for a past payment?

  1. On the FAMILIES or STUDENTS page, locate the customer for whom you wish to generate the receipt.
  2. Click on the Ledger icon/Currency symbol next to the family.
  3. Click on the Full Ledger button.
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  4. Use the toggle on the upper left-hand side of the window to change the view from All to Payments.
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  5. Click the pencil/edit icon next to the payment for which you wish to print/email a receipt.
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  6. Choose Print Receipt or Email Receipt at the bottom of the window (depending on which task you wish to perform).
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Example Print Receipt

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Email Receipt Window

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Need more assistance?

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