You can 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.
Permission
The path to the required permission is: Application/CostGuard Client/Account Receivable Management/Payments/Payment Search/Reports.
It defaults to Deny (red) and must be enabled (green) prior to use. This permission regulates access to the menu option in both the Payment Search Results and on Payments listed within the ledger of Customer’s Account - Balances Tab.
Running the Report
The Payment Statement may be run from the:
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Balances Tab/Account Transactions Sub-form menu. This report is run from the Reports menu,
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Payment Search Results available via Applications/Accounts Receivable Management/Payment Search/Payment Search Results. This report is run from the Reports menu,