In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Receipts.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the From/To fields on the right.

Date Range From - To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

To see the data that meets your selection criteria, click Apply View.

Receipts

Applies to: Customer Center

The Receipts view displays payments made by or for the customer, including cash receipts for the customer from Broker A/R, Customer A/R, and the Direct Bill Deposits Payable-Insurance Company.

Key fields

Amount

A payment is normally a credit. If the payment is a debit, then a minus (-) sign appears before the entry (for example, NSF check).

Type

Form of payment, such as check, cash, or EFT.

Check #

Entered only if the type is Check.

If you sort on this column, check numbers entered with leading zeros will not be sorted correctly.

Printed

Displays the printed receipt number or "N" if no receipt was printed.

An ascending sort displays all rows with N and then the numbers in ascending order.  Descending has the largest to smallest number followed by all the "N" rows.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

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Click New Receipt and complete the Customer Center Receipt data entry form More...

To view payment details you must first switch to the Register View. Double-click a receipt on the register to open the Receipt View form. See Viewing a Receipt for additional information.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.