How Do I Print A Receipt For A Customer?

• Click Income

 

  

 

• Find the transaction.  Use the filters or search box to help find the transaction

 

 

• Click the Pencil view the transaction
• Print the transaction by clicking on the Printer icon

• Related Articles

• How do I print my RegData Report?

  Print the IFA Report using the following steps * Click Reports * Click RegData Report * Click View Report * Click Print

• How Do I Print A Trial Balance?

  There are 2 ways to print a Trial Balance. Use the button on the ETB Screen Click Accounting Click View ETB Click Print Trial Balance Use the Reports Menu Click Reports Click Accounting Reports Click View On Trial Balance Enter an end date in the box ...

• How Do I Print From The Reports Menu?

  Click Reports Click the type of report to produce Click Run for the required report the popup list Complete the Date Selections and click Generate report Select output method; Print, PDF, Excel or .DOC and Email

• How Do I Add A New Customer?

  Access a full size version of this page at https://desk.zoho.eu/portal/myregdata/kb/articles/how-do-i-add-a-new-customer Click Income Click My Customers Click Create Customer Enter the customer details. Notes: Fields marked * are compulsory. If the ...

• Do I Need To Add A Customer For Each Investment Client?

  To ensure Section K is calculated correctly create a customer record for each depositor in the bank account. An account is need for each product provider, each platform form service provider and one for each direct paying client. There is no need to ...