SmartFusion Modules > Billing > Cash Collections > Parameters > Receipt Types
SmartFusion Modules > Permitting > Parameters > Receipt Types
SmartFusion Modules > Advanced Permitting > Parameters > Receipt Types
SmartFusion Modules > Code Enforcement > Parameters > Receipt Types 

Recent Updates:
6.201 - Added the ability for a user to inactivate a receipt type with the new Inactive checkbox.
6.196 - Fixed an issue where, when navigating between rows where one row had a transaction code set and another didn't, the system would ask if you wanted to save changes, even if there wasn't a change.

6.193 - Enabled the Default Amount field for all Miscellaneous (MS) receipt types.  

6.185 - New logic for Jungle Laser modules (CP and CE). When saving or deleting, API calls will be used to update the Jungle Laser data.

6.143 (hotfix) - Update to ensure the module must be set to BL if a BL transaction code is referencing the receipt type as its default.

6.124 - Fixed an issue that caused new receipt types set to the MS module to not save

6.69 - Prompt for account number during receipt entry is now only available for Misc type receipts.  Cash Collection as a module has been removed.    

6.64 - Added validation to require the selection of a transaction code if the module selected is "UB".

6.18 - Added a new receipt style for tax payments SYS-100 Standard Tax Bill Receipt Half Page Duplicate which is a receipt that prints duplicate information on top and bottom for use with perforated paper in the center.

Introduction

Use this screen to define receipt types.

Explanation

Receipt types may vary depending on the type of collections that your organization receives from customers. You may define the module code in which the money needs to be recorded if you are using Cash Collections along with Utility Billing and Accounts Receivable modules. The type of transaction code can also be defined in this module. If the receipt type is flagged with module code of UB, AR, or TX, the transaction code is required. Transaction codes may vary from payments to deposits or fees. Cash Collections do not record back to the Business License module. You may enter receipts for Business License in Cash Collections to record money and to balance a cash drawer, but it will not record the license as paid in the Business License module. You may also set the receipt type to require a customer number when using the receipt type to record a receipt. Optionally, fund ledger account numbers can be preset so that users don’t have to enter them each time they use the receipt type. The system does not allow duplicate Receipt Codes.

Receipt Type Fields

Receipt Type - The code to reference the receipt type
Description - The description of the receipt type
Module Code - The module that will be using the receipt type
Sync Online
Default Amount - enabled for all MS receipt types
Transaction Code - Transaction code used if distribute is not being used
Inactive - If checked, the receipt will no longer be available to be selected as a receipt type in the payment screens.
Customer number is required - Customer account number is required when taking payments
Prompt for account number during receipt entry - Checking this will prompt the user to enter debit and credit accounts when using this receipt
Debit Account - Fund Ledger chart of accounts number to use for debit type journal entries
Credit Account - Fund Ledger chart of accounts number to use for credit type journal entries
Auto-Print Receipt - Will automatically print the receipt when receipt is used
oPOS Receipt Layout - The OPOS definition to use for this receipt
Generic Receipt Layout - The receipt layout for the receipt type. If the "Standard Tax Bill Receipt" layout is chosen, all of the exemption codes will be checked to ensure each exemption code is associated with a unique transaction code.

Jungle Laser

If this screen is called from the Advanced Permitting or Code Enforcement module (Jungle Laser), API calls will be used when saving or deleting to update the data in the Jungle Laser system.