What if I don't want a payment type to print a receipt?
What if I don't want a payment type to print a receipt?
You can change the options on a payment type to skip printing a receipt. For example, City XYZ uses a cashed check as a receipt.
Webinar: Set up a payment type to not print a receipt
Step 1: Changing a payment type to not print receipts
1. Open Connect Cash Receipting > Organization > Payment Types.
2. Look up the payment type and then press Enter.
Lookup bar in Payment Types
3. Clear the checkmark from the checkbox titled Print Receipt.
Print Receipt checkbox in Payment Types
4. Click Save (CTRL+S).
When a user uses the payment type to enter a payment, a receipt will not print. Now, update the user settings for the users who will be using the payment type.
Step 2: Updating the user settings
1. Open Connect Cash Receipting > Organization > Users.
2. Look up a user and then press Enter.
3. Make sure the Display Receipt Confirmation When Entering Payments checkbox is selected.
Display Receipt Confirmation When Entering Payments checkbox in Users
4. Click Save (CTRL+S).
The user settings are updated to display a receipt confirmation dialog box on the screen.
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