View Client Payment History & Print Payment Receipts

  Permissions: You must have Billing Permissions.

You can view a Client Payment History and print Payment Receipts from the Client Ledger. 

NOTE: Credit Card Refund receipts must be printed from the Credit Card Charges report. 

1. Locate Client and open Client Profile.
2. Click Ledger in side menu and click Payment History tab button. 
3. Set desired Date Range. Payments made during that range display.
4. Click Print Receipt button for appropriate payment.
5. The receipt opens in a new tab. Click the Print button and send to appropriate printer.