Purpose: This report shows payment information including details on the disbursement(s) for a payment made by a firm. The report layouts can be customized for each association.
Launch Point: This report can be launched from the following location(s):
•Firms → File Maintenance → Payments/Refunds tab → Right-click relevant payment row in the Payments/Refunds grid to call up Context Menu →
Note: Report can only be run for payments.
Note: When run from the file maintenance tab the report will run for the payment row it was launched from.
•Firms → File Maintenance → Routines Drop-Down Menu → Group Dues Payment →
Note: The report wizard will launch automatically for the payment entered, if your system is set for real-time credit card processing, after the payment has been posted.
•Firms → File Maintenance → Routines Drop-Down Menu → Group Event Payment →
Note: The report wizard will launch automatically for the payment entered, if your system is set for real-time credit card processing, after the payment has been posted.
•Firms → File Maintenance → Routines Drop-Down Menu → Group Registrations (With Fees →
Note: The report wizard will launch automatically for the payment entered, if your system is set for real-time credit card processing, after the payment has been posted.
•Firms → File Maintenance → Routines Drop-Down Menu → Shopping Cart →
Note: The report wizard will launch automatically for the payment entered, if your system is set for real-time credit card processing, after the payment has been posted.
Example: When the report is launched the report wizard will open
Includes options for email recipient (firm administrator, selected person or user entered) and delivery method (mail only or email if available).
