Overview

Overview

The receipt screen allows you to edit or delete transactions you have entered and to reprint either individual or multiple receipts. Transactions include any fee payments, account billings or adjustments entered into QikKids.

For ease of use you can sort receipt entries into order by clicking on the different column headings including: Date, Family Name, Transaction Type, Account, Receipt No., Credit, Debit, Paid By, Banked and User. For example, clicking on the Date heading will sort the entries by date and clicking on the Families heading will sort the entries alphabetically by family.

You can also search receipts by Family Name or by Transaction Type by choosing from the drop down menus found at the top right hand corner of the receipts list.

Edit

This allows you to edit a payment transaction. Click on the appropriate receipt and click on the Edit button. Editing a receipt allows you to add notes to a transaction but does not allow you to change the amount, date or payment method. If you made a mistake entering a transaction you should delete the transaction and re-enter it.

Delete

You may want to delete a receipt if you made a mistake in entering the transaction. To delete a receipt simply click on the receipt to highlight it and then click on the Delete button. The transaction will stay on the screen but will be in red text. This is for audit purposes but if you do not want to see the deleted transactions you can turn this function on or off by:

Select Options from the Tools Menu

Click on the + next to the Centre file

Click on Receipts

Tick or untick Show Deleted Transactions

Show Last

This allows you to view receipts current in the last 7 days, 4 weeks, 3 months, 6 months, 12 months or to show them all. Choose from the drop down list.

List

If you would like to print a list of receipts (rather than the individual receipts themselves) click on the List button and enter the date range that you wish to print a list of receipts for.

Receipt

To reprint an individual receipt simply highlight the required receipt and click on the Receipt button in the Print section. If you would like to print a number of receipts hold down the <Ctrl> button on your keyboard while you select those receipts that you want and then click the Receipt button. Once the report of receipts has been built, return to the Receipts screen by closing the report.