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This function allows you to send (that is, print or email) receipts displayed in the Receipt Search. 

All receipts processed in Receipt Entry must be printed or emailed before they are posted to the ledger. This is best done once a batch (e.g. once a week) as it allows for the total receipted to be checked against the total banked.

  1. Go to the Income menu, then click Receipt Search.

  2. Select your search filters. These can either be one or a combination of the following:

    • 1398pxPeriod
    • Date
    • Giver
    • Receipt Number
    • Unsent Only
    • Emailed Only
    • Printed Only

    Click Search. 

  3. Once the search has been performed, this will show all receipts relating to the filters that have been selected. 

  4. Above the data table, there will be a Total of your entries. Compare this total to the amount of cash and cheques you have for banking, plus any amounts received directly into bank accounts – they should be equal.

    • If an entry needs deleting, click the Delete button. More information regarding this can be found here: Delete Receipts.
    • If an entry needs correcting, highlight the relevant entry and click the Select button to drill into it. More information regarding this can be found here: Select Receipt.
    • If an entry needs to be reversed, highlight the relevant entry and click the Reverse button. For More information regarding reversing an entry, click here: Reverse a Receipt.
  5. When satisfied that all receipt entries are correct and the totals are equal, click the Email/Print Receipts button.

  6. This will bring up a pop-up window of receipts showing their default sending method. Adjust the Send Method for any receipts if required. If all receipts are wanting to be printed, click the Print All button to change the send method of all. Click Next.

  7. The next window advises how many receipts have been sent. Click Finish. 

    If any receipts are to be printed, the receipt report will be displayed, ready for printing. Print the report, then click the X in the top right-hand corner to close it.

  8. You will then be returned to the Receipt Search screen.


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