Generating Receipt Records
Data Relevant for receipting
Generating Receipt Document
The following are the reports used in generating Receipt Documents
Apsona Multi Step Report | Merge Action | Document Template | Email Template | Salutation Calculation field | Change History / Comments |
|---|---|---|---|---|---|
Receipt - Email | Generate Email and Attach to Record | USYD_New Standard Receipt Template - Edited -BP - April 13.docx | Yes | AVE-176 - Getting issue details... STATUS | |
Receipt - Non Email | Generate Document and Attach to Record | N/A | Yes | ||
Consolidated Receipts - Email | Email Consolidated Receipts | USYD_Consolidated Receipt Template_Updated.docx | Yes | ||
Non Email Consolidated Receipts | No Email Consolidated Receipts | N/A | No | ||
Reprint Receipt | Reprint Receipts | USYD_New Standard Receipt Template_Reprint - Edited - BP.docx | N/A | No | |
Reprint Consolidated Receipts | Consolidated Receipts - Reprint | USYD_Consolidated Receipt Template_Reprint.docx | N/A | No | |
Dues | |||||
Receipt records without Sent Receipts |
References:
Zoom Recording - Apsona Receipt walkthrough with Trevor - 15.10.20 | Zoom Recording - Apsona Receipt walkthrough with Trevor - 15.10.20.mp4 |