How do I print a payment register?

Payment Register

Print the Payment Register to view the payment type, check number, payment amount, total paid against the amount due, and change returned.

Contents

Learn how to use the payment register and receipt register (10m05s). See examples of printing, saving as PDF, and exporting to spreadsheet. (version 2018.08 or later)

1. Open Connect Cash Receipting > Reports > Payment Register.

2. Select a Definition.

3. Set up the Report Dates.

4. Set up the section titled Users.

Filter the report by user.

Users

5. Set up the Additional Options.

You can also filter the report by payment type and workspace.

Payment types

Filter the report by payment types.

Additional Options - Selecting payment types

Workspaces

Filter the report by workspace.

Additional Options - Selecting workspaces

6. Set up the Selection Criteria, Report Order, and Report Sections.

7. Click Print (CTRL+P).

The report prints.

Updated 28Jun2018