Report: Payment Receipt

The Payment Receipt reports the details of a receipt received from a customer. The report is available for printing at the time a receipt is posted from the Receipt data entry form in the Customer Register. You can also print a Payment Receipt from the Reports - All form.

The Payment Receipt prints in a format that allows folding for display in a window envelope. This allows for mailing a receipt to a customer desiring written confirmation.

Printed Payment Receipt Printed Payment Receipt    Unprinted Payment Receipt Unprinted Payment Receipt

Accessing the Payment Receipt

This report is accessible from the Register view in the Customer Center at the time a receipt is posted. From the open Register view:

  1. Open the policy header row containing the invoice to be receipted.
  2. Click the Receipt action button.
  3. The Customer Center Receipt form for the customer opens.
  4. Complete the receipt entry as normal.
  5. Click File > Post and Print.
  6. The printer selection form appears. Select the desired printer for output.
  7. Click OK.
  1. On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.
  2. Click Payment Receipt. This opens the Report - Payment Receipt selection form.

 

The report Selections form is only available when printing a receipt from the Reports List and not when selecting Post and Print from the Customer Register > Receipts form.

Report SelectionsWhat's this?

Customer

You must first select a customer before selecting the type of receipt you wish to print.

To select a customer, type the customer name (or a few characters of the name) and click Search. This opens the Customer Search form. Select the desired customer.

Identify Receipt

OptionWhat is this?

Select from Printed Receipt List

Select this radio button if the receipt was previously printed. Then select the desired receipt from the list. The list populates with all printed receipts for the customer, listing:

  • Receipt number.
  • Issue date and time.

Name of the employee who issued the receipt.

Select from Cash Receipts List (Receipts that have not been printed)

Select this radio button to print a payment receipt for a customer that has not yet been printed.

Use this option to print a receipt for a waiting customer. You can then complete the receipt data entry after the customer leaves. This option can also be used to print a receipt after the receipt was posted as long as a receipt has never been printed.

Select the desired receipt from the list. The information in the list entry includes:

  • Date and time of receipt posting.
  • Source reference number assigned to the receipt.
  • Receipt amount.
  • Bank name.
  • Name of the employee who posted the receipt.

Printing Option

OptionWhat is this?

Plain Paper/Default For Customer Statement Color and Logo

Select this radio button if you want the Payment Receipt to print on plain paper with the same color and logo as used for customer statements.

Plain Paper/Grayscale Color/No Logo

Select this radio button to print the payment receipt on plain paper, with grayscale shading in the header, and with no logo.

The size of the logo image file affects the time to print or preview invoices, customer statements, and payment receipts. Vertafore suggests a file size of approximately 100 KB. If the logo image file size is larger, printing and viewing time will be noticeably longer.

Description

Defaults to Payment Receipt. This can be changed.

Print Cover Page

Include a cover page displaying the report parameters, by selecting thePrint Cover Page check box. This box defaults to unchecked.

 

A Payment Receipt can exist for a receipt that is voided. Printing a Payment Receipt for a voided receipt causes Void to print on the report output.

Report FieldsDescription

Receipt#

Number assigned to the Payment Receipt at the time of printing. Reports a "0" if the receipt is unprinted (ex: viewing an unposted receipt).

Issued

The date the receipt was first printed.

Receipt For/Page

Prints the customer name, customer account number and the number of pages included in the receipt (ex: 1 of 2).

Payment Information

Group/FieldWhat is this?

Payment Type

Cash, Check, EFT, Credit Card or Debit Card.

Includes the check number if the payment type is check.

Payment Total

The total amount of the payment receipted.

Issued By

Name of the employee who printed the receipt. This field is blank on unprinted receipts.

Policy #

Policy number.

Invoice #

Invoice number.

Reporting is at the invoice level. If one check is applied to multiple invoices, multiple rows are printed for the payment receipt.

Description

Receipt description.

Amount

Amount of the receipt detail.

Total

Total amount of the payment.

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