Trust Deposits / Payment Screens & Receipts

10 votes

Receipts for trust deposits and payments should look different so it's clear you're entering information in the correct account. They currently look very similar so if someone is quickly posting payments they may not catch a mistake until after it's posted. Also, you should be able to print a receipt at any time - as it is now you can only print a receipt before you post the payment or deposit. Clients frequently ask for receipts for past payments, and the only option is to print them a billing summary or other detailed report when they want a copy of a specific receipt.

Under consideration Suggested by: Vicki Upvoted: 07 May, '20 Comments: 0

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