Purpose: This report shows payment information including details on the disbursement(s) for a payment made by a person. The report layouts can be customized for each association.
Launch Point: This report can be launched from the following location(s):
•Names → 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.
•Names → 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 (selected person or user entered) and delivery method (mail only or email if available).
