How to do a Receipt Archive/Receipt Generation

Modified on Thu, Aug 22 at 2:11 PM

Receipt Archive

The Receipts Archive is helpful when you have several payments to post and you don’t want to stop and print each receipt individually.  You can post all the payments together, then go to the Receipt Archive and print all the receipts at one time.

If you are interrupted by a member coming to the window while doing a batch of payments, you can still use the Receipt Archive, just set your print settings to ignore that page for the member who came into the office, ei. Print Pages 1-9, 11-30 to skip page 10.

Receipt Archive feature allows you to view archived receipts
  1. Go to the Dues Processing menu and select Receipt Archive.
  2. Enter the Governing Body (e.g. DC or Local)
  3. Select Start and End Dates
  4. or Enter Receipt number range.
  5. Click the Search Receipts button.
    • A list of receipts will appear
    • The receipt descriptions appear below the list of receipts.
    • Click on the PDF icon to open all receipts in one document, or click each receipt individually to open just that receipt.

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