How_do_I_view_receipts_Enter_Payments_

How do I view receipts? (Enter Payments)

Use Redisplay to look up receipts while you are using Enter Payments. Redisplay can display receipts for the current or prior payment date by user, category, or workspace.

 

Using Redisplay to view receipts

1. Click the button titled Redisplay (CTRL+R).

Redisplay button

 

Viewing receipts for the current payment date

1. Click the button titled Redisplay (CTRL+R).

2. Click to select the checkbox titled Display Current Payment Date Receipts.

3. Click Edit Receipt.

Tip! You can also double-click a receipt number to view the receipt in Enter Payments.

The receipt displays in the Enter Payments form.

 

Viewing receipts for the prior payment date

1. Click the button titled Redisplay (CTRL+R).

2. Click to select the checkbox titled Display Prior Payment Date Receipts.

3. Click Edit Receipt.

Tip! You can also double-click a receipt number to view the receipt in Enter Payments.

The receipt displays in the Enter Payments form.

 

Viewing receipts created before the prior payment date

1. Open Connect Cash Receipting > Reports > Receipt Register.

2. Change the date range to include the date when the receipt was created.

3. Click Preview (CTRL+Q).

The receipt register displays on the screen. Use the receipt register to look up the receipt details.

 

 

 

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