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How to Set Up Receipts - PM

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myAvatar provides you with the ability to generate receipts when you post client payments. Follow these steps to enable this functionality.

Receipt Definition

To enable receipts, you must first set up the standards for your receipt numbers through the Receipt Definition form.

Posting/Adjustment Code Definition

Each posting code used to accept payments must be set up to allow generating receipts.

  1. In the Posting/Adjustment Codes Definition form, Add or Edit your payment posting code.
  2. The posting code is a credit code, so ensure that Credit is selected in the Credit Or Debit field.
  3. In the Generate Receipt field, select Yes to enable myAvatar to print a receipt when the posting code is used to post a payment.
  4. You can use the Validate Transaction Date Against Date Of Receipt field to  close receipt dates and prevent the posting of receipts on certain days if you want to “balance” receipts to bank deposits. Select Yes to compare the Date of Receipt against closed transaction dates to see if this posting code should be used.
  5. In the Void Receipt Posting Code field, select the reversal code for the payment code. This is the debit code that will be used to reverse the original payment when a receipt is voided.
► Registry Settings
  • Allow Partial Receipts
  • Allow Partial Receipt Refunds
  • Allow Partial Receipt Transfer