This functionality enhances the Cash Receipt Journals by allowing users to quickly produce cash receipt documents directly from the journal. Through the Acumens e-Mailing menu, you can either email receipts to customers or print receipts for their records.
It provides a convenient way to manage cash receipt documentation without leaving the Cash Receipt Journals page, improving efficiency, reducing manual processing and ensuring customers can receive their payment receipts promptly.
Allows you to determine the preferred method on the customer cards required for generating and sending cash receipt documents.
The appropriate report layouts for both unposted and posted documents can be assigned in the report selection as highlighted.
Through the Acumens e Mailing menu, finance teams can:
The E-Mail Receipts option provides three different methods for sending cash receipt documents to customers.
The e-Mail Batch helps you to manage and process multiple customer receipts or other documents for email delivery in a single batch.
E-mail sent and received.
Print Receipts have three options that work in a similar way (only that "E-Mail Preference Only is replaced by Print Preference Only).
Select Print Receipts to generate and print the cash receipt document for the selected journal entries.
Saved to the Downloads folder.
Payment Receipt 1
Payment Receipt 2
You can access the posted receipt information from the relevant Customer Ledger Entry.
The posted receipt can also be used to generate or resend the receipt document when required.
These options helps you to email or print cash receipts directly from the Cash Receipt Journals and customer ledger entries, eliminating the need to navigate to separate pages or manually prepare receipt documents.
