Overview
When adding a client payment, the Print receipt checkbox can be set to default as checked. This article will walk you through that setting.
Default Print Receipt Checkbox
Setup required
- Go to the Settings module.
- Click on the Setup tab.
- Scroll down to the Miscellaneous area.
- Find the "Always print payment receipt" field.
- Select Yes in the drop down.
- Click Change to save.
Process when adding a payment
- Go to Clients module.
- Double click into a client record.
- Click the add payment hyperlink.
- The Print receipt checkbox will now be checked.
- Enter a payment.
- Click Save.
- An additional window pops up with a receipt with the payment information.
- Click the printer icon or File > print to print the receipt.
