Search Receipts

 
Search receipts allow users to quickly search for individual receipts or all receipts created in the sales trust module.
 

1. Select Transactions, Search Transactions and then Receipts

 

 

2. Enter your Search Criteria and select Search: If you select search without any criteria entered, it will show all receipts entered (most recent at the top)

 

- Receipted Date

- Audit Ref.

- Receipt No.

- Interim Receipt No.

- Account Type

- Trust Account

- Fund

- Reason

- Status

- Payment method

 

 

3. Alternatively, begin typing the listing address or ID number into the Listing field and select the listing from the drop-down

 

 

4. This will show you all receipts entered against this listing. Select the Edit Icon to open the transaction record

 

 

5. Select Reprint to reprint a copy of the receipt or Reverse to reverse the receipt

 

*Note: If reverse is not displayed refer to Reversing Transations for further information.

 

 

 

 

 

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