Client Receipt Settings

Created by Allison Cloyd, Modified on Thu, 26 Jan 2023 at 05:41 PM by Robert Butler

This article explains how you can set up default settings when receipting client monies. 

You can find this setting under Admin > Accounting > Accounting system preferences.


You can set the default settings when entering client receipts here. 

Note: These just set default settings you can still choose all other options - it will just pick a default to display every time you choose to receipt client monies. 




These settings will be seen when you enter a client receipt on this screen. 




There is also an option to use the Standard Receipt template as provided by Actionstep or you can create and use your own receipt template. 


For more instructions on how to create your own receipt template please go to: Client Receipt Templates

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