Creating receipts

  1. Sign in as School Collector and select Manage Receipts.
  2. Select a School.
  3. In the Receipts pane, click Create.
  4. Specify this information:
    Receipt Amount
    Specify the receipt amount. If this field is blank and there is a fee associated with the activity, then the fee amount is the default.
    Receipt Date
    The default value is the current date but you can change it.
    Reference Number
    Specify a reference number, such as the check number. The reference number can contain up to 30 characters.
    Account Code
    Select an account code.
  5. On the Main tab, specify this information:
    Activity
    Select the activity account for the receipt. This becomes the detail line for the receipt when the record is saved. If the receipt pays for multiple activities, you can add them to the receipt as detail lines after you save the receipt record.
    Amount
    Specify the activity amount.
    Description
    Provide a description for the receipt record.
    Student Id
    Select a student ID. Use student IDs if you track receipts by student. The student ID default is displayed on receipt detail lines.
    Club Sponsor
    Select a club sponsor. Use club sponsors to help to sort and organize receipts.
  6. On the Payor Information tab, specify the payor's name and address. This information is displayed on printed receipts.
  7. Click Save.
  8. When the receipt is complete, release the receipt by clicking the Release button.
    When the receipt is released it is ready to be attached to a deposit.
  9. Click Print Receipt to print the receipt.