EventPro Planner Manual

Print or Send a Payment Receipt

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Print or Send a Payment Receipt

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Print or Send a Payment Receipt

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In the Event Maintenance screen, click on the Finance tab and select the Payments sub-tab.

In the selection grid, click to highlight the payment you want to print as a receipt.  Click the Print button to the right of the selection grid.

Click to expand/collapse textRun Report Window
1.The Run Report window will appear.
2.Select Receipt and click OK.
Click to expand/collapse textReceipt Options

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1.In the Receipt Options dialog, type in a name for the Report Title.
2.Choose the type of Report Shading you want.
a.Gray: The default EventPro Planner gray scheme, which is suitable for black and white printing.
b.Color: The custom color scheme you created earlier in System Settings.
c.Designed: The color scheme set up in the report layout in the Report Designer.  If you choose this option, EventPro Planner will not modify the color scheme as it appears in the report layout.
d.Off: No report shading.
3.Click OK.  
Click to expand/collapse textPrint Window

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1.In the Print window, choose the Destination from the four options at the top.
a.Printer: Select the appropriate settings for your printer.  Choose the appropriate settings for Paper, Orientation, Page Range and Copies.
b.Screen: Select the appropriate Paper size and Orientation.
c.File: From the Type drop-down list, select what type of file you want to save the receipt as.
i.Choose where you want to save it by clicking the folder icon to the right of the Where field, selecting a file and clicking Open.
ii.The file path will appear in the Where field.
iii.Choose the appropriate settings for Paper and Orientation.
d.Email: Select whether you want to generate a PDF, TIFF or RTF file.  Chose the appropriate settings for Paper and Orientation.
2.Click OK.  If you are sending the receipt by email, the Communication Update [New] window will appear.  Refer to further information about communications at Chapter 13: Communications.
3.After the receipt has been printed, displayed, saved to file or emailed, click Yes in the Confirm box if you want to update the receipt printed date.

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