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, Gateway Status (which will only show if gateway transactions exist), Created Date and Created By.
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.
For receipts that have been generated for Gateway processing the colour of the receipt will give you information on its status:
- Blue means that the payment status is pending.
- Black means that the payment status has been finalised.
- Red means that it has been cancelled (deleted) or declined.
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 and, depending on transaction type, edit the pay method. Editing does not allow you to change the amount or date. If you made a mistake entering a transaction you should delete the transaction and re-enter it.
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. The transaction will be removed off the families account and statement.
Will un-delete a deleted transaction. This will add the transaction back onto the families account and statement.
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.
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.
Allows you to print a receipt list for selected transaction types.
To reprint or email an individual receipt simply highlight the required receipt and click on the Receipt button in the Print section. This will open the print email dialogue. Tick preferred option and select Print/Email. If you would like to preview the receipts before printing or sending themclick on the Preview button. (Note if you wish to email them once you have selected the preview option, you will have to close and begin the process again.