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.
  4. Change the view at the top left-hand side of the window from Charges to Payments.
  5. Click the pencil/edit icon next to the payment.
  6. Choose Print Receipt or Email Receipt at the bottom of the window.
     

Example Print Receipt

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Email Receipt Window

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