The IDI platform provides a means to generate a receipt-style report for a selected payment on the Balances Tab or Payment Search Results. The report is referred to as Payment Statement so as not to be confused with actual receipts. It provides details regarding the Payment transaction including user, contact, remittance, tender and Payment details. The report may then be printed and/or used as an attachment to provide to a customer.
The report can be printed via a right-click option on the Balances Tab and Payment Search Results.
Permissions
To run the report users require Reports permission enabled under Payment Search. The full path is: Application/CostGuard Client/Account Receivable Management/Payments/Payment Search/Reports.
Accounts Receivable Payment Search Results
The Payment Statement may be run from the Payment Search Results available via Applications/Accounts Receivable Management/Payment Search/Payment Search Results. This report is run from the Reports menu, and the parameters are automatically inherited from the Parent Form (PaymentID) using the Filter functionality, as shown here:
Customer Window - Balances Tab
The Payment Statement may be run from the Balances Tab/Account Transactions Sub-form menu. This report is run from the Reports menu, and the parameters are automatically inherited from the Parent Form (PaymentID) using the Filter functionality, as shown here:
