View Client Receipt
Would be handy to have a "View receipt" next to the "View invoices" in the appointment details section. So once payment made if you accidentally click save not save & receipt, you can go back and still print the receipt quickly and easily.
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AdminJulie (Product Designer, Gensolve) commented
Hi Cara
You can do this already from within the Client > Accounts > Payments area.
Make sure to set the date range at the top to what you need and untick any items that you don't want to include. Then select 'View Multiple Payment Receipt' button.
Many Thanks
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Maree George commented
Would be wonderful to have a date range added as well - if client asks for receipts dating back a year, for example. Then could bulk print for them.
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Win Buttimore commented
I find if I have put a payment through and then the client asks for a receipt, that printing the receipt by going into client-accounts-payments and viewing the Receipt Report causes Gensolve to jam and I have to close the programme. This is very frustrating. I can get around this by choosing View Multiple Payments Receipt and selecting just today's payment. Perhaps the suggested View Receipt button in the appointments screen would solve my problem.