Customizing the receipt or invoice

Most of what you see on the receipts and invoices our system generates is not customizable.  However, the area at the top (which contains generic information about your association) can be tailored for the association to include any information desired.  Here's how:

1. Click on the Intro-Payments link in the administration area.

2. From the pull-down menu, choose Intro-Receipt or Intro-Invoice.   In the editor area, enter any information you wish as it should appear at the top of the receipt or invoice.  For example, you can enter the remittance address on the invoice, or your association's name and logo on the receipt.

3. Click Submit to save the intro.

NOTE: All other information on the receipt, including the person's name and address, are automatically generated by our system.  The name and address of the person paying will appear if the person is logged in when paying.  Our system will display the Work address, unless the person's "Preferred Address" field is set to Home.

NOTE: Assuming you have enabled receipt and/or invoice links, anyone who pays online will get an automatic link to a receipt or invoice (as appropriate) when they make a payment.  You can also print out hard-copy receipts and invoices from your Payment Admin link.