Preview

AccountAbility will work with your computer's default email program to compose an email and forward a link to a detailed receipt entry that can be used as a payment confirmation.


To Preview a Receipt Confirmation:


1.  From the "Accounting" menu, select "Receivables" then "Receipts"  and "Search Receipts" to go to the "Receipts Browse" screen.

2.  Change the selection criteria to filter the receipt list and find the desired receipt(s) you wish to email.

3.  Click the box to the left of each invoice you want to include on the receipt preview.

4.  Click the Preview hyperlink at the top of the screen and AccountAbility will generate a receipt preview confirmation, by client & receipt date.

5. You can use the on screen commands to save, print, or zoom the report.