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After you add a payment, you can view it in the Add/Edit Payments window. You can also print an individual receipt when viewing a payment. To view details for other payments on the grid in the Add/Edit Payments window, click the arrows.

You cannot change payment information while in View mode; however, you can edit unposted payments and void posted payments. To learn more about this, see Editing Payments or Voiding Payments.

 To View Payments
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Payments and click Go .
  3. Click Add/Edit Payments.
  4. Select the payment you want to view and click View. You may need to filter by the customer's name or select All Users and All Periods under Posting Period. To learn more about this, see Filtering Payments.
  5. To view other payments displayed in the grid on the Add/Edit Payments window, click on the appropriate arrow.

    Arrow

    Purpose

    Click to view the first payment displayed on the grid.

    Click to view the previous payment displayed on the grid.

    Click to view the next payment displayed on the grid.

    Click to view the last payment displayed on the grid.

 To View and Print Receipts from the View Payments window
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Payments and click Go .
  3. Click Add/Edit Payments.
  4. Select the payment you want to view and click View. You may need to filter by the customer's name or select All Users and All Periods under Posting Period. To learn more about this, see Filtering Payments.
  5. To print a receipt for the payment you are viewing, click Print.
  6. Under Print Options, select the template you want to use in the Template drop-down list.
  7. In the Print Date drop-down list, select the date that you want to print on the receipts.
  8. To print a message on the receipt, enter it in the Comment field.
  9. Select Print Family Balance as of if you want to print the family's outstanding balance on the receipt.
  10. Click Preview to preview the receipt, or Print to print it.