Set Fees to always print Receipts

Modified on Fri, 27 Feb at 2:55 PM

TABLE OF CONTENTS

Introduction

You can set Engage Fees to print Receipts by default in the Fees Policies screen.

Set Fees to always print Receipts

  1. Go to the Fees>Setup>Fees Policies screen.
  2. Select Checked by Default from the dropdown menu for the Receipt/Refund Issue Receipts setting near the top of the screen.
  3. Save the revised settings at the top of the screen.
  4. When you enter a payment in Fees>Collections>Post Receipts and Refunds the Issue Receipt box will be ticked by default. You can override this if you do not want to issue the receipt.

For more information on setting invoice defaults, see the Engage Fees Setup guide Fees Policies screen. For more information on posting receipts, see the Engage Fees Collections guide Post Receipts and Refunds section.

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