Alter the Receipt template

TABLE OF CONTENTS

• Introduction
• Alter the Receipt template

Introduction

If elements of your Receipt do not appear in the correct place, or you would like to alter the appearance, you can either raise a case in Engage Help to have the Engage Reports team alter your Receipt template (recommended but may be a chargeable service), or you can access the template yourself from the Analyse Receipts screen.

Alter the Receipt template

1. Go to Fees>Sales Analysis>Analyse Receipts.
2. In the main grid select any Receipt transaction (other than Manual Deposit Receipt type).
3. Select the Edit Template
4. This will open the mrt – Designer window.
5. Make your required changes to the template then save and close.
6. The changes should now appear on the invoices or credit notes produced.

Note: Do not attempt to alter your templates unless you are confident of what you are doing. If you amend your template yourself and later need the Engage Reports team to repair your templates, you may incur a charge.

For more information on working with the Analyse Receipts screen , please see the Engage Fees Collections guide, Sales Analysis section.