Payment Receipts List
The Payment Receipts List report includes details of all payments you have added onto Abacus within a selected date range. This report is able to show you details of all advance payments - these are payments you have received which have not been allocated to an invoice, all allocated payments - these are payments you have received which you have allocated to specific invoices on a child's account, or a summary of all payments you have received (both advance and allocated payments).
To view the Payment Receipts List, do the following:
- Click on the Reports button and select 'Finance'.
This will display the Reports Menu page: - Click on 'Payment Receipts List'.
This will display the Report Selection page: - Choose if you want to the report to show all advance payment receipts, allocated payment receipts, or a summary of all payments.
- Select a start date and an end date to run the report for.
- If you only want to view receipts for a specific payment type, select the type from the dropdown list.
By default the report will include all payment types. - Choose if you want the report sorted by child name, receipt number or payment type.
- Click on the 'Go' button.
- An example of the Payment Receipt List report, when 'Advance Receipts' has been selected, is as follows:
- An example of the Payment Receipt List report, when 'Allocated Receipts' has been selected, is as follows:
This view of the report will produce a separate receipt for each payment received. - An example of the Payment Receipt List report, when 'Consolidated Summary' has been selected, is as follows:
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