Client Receipt Settings

Modified on Thu, 26 Jan, 2023 at 5:41 PM

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

Related Articles:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article