Create and print a receipt

Use receipts to provide families with a record of payment.

    Create a receipt

    In the case, go to the Payments & Adjustments page. 

    Payments & Adjustments under Financials

    Select Add Transaction > Add Payments

    A receipt can also be created for refunds, interest, etc., by selecting a different Transaction type. 

    Add Transaction button drop-down

    Fill in the required fields:

    • Payment Method
    • Payment Amount
    • Payer
    • Payment Date

    Add Payments fields

    If Payer is not in Family & Friends, you'll need to add First Name, Last Name and Relationship.

    Payer Details

    After you've entered all of the information for the payment, click Save.

    Your receipt is now created!


    Save and print your receipt

    The receipt will show in the payment summary on the Payments & Adjustments page.

    Select the gear icon and choose Receipt

    Don't see this feature? Email us at support@passare.com or call (800) 692-5111 to get this feature turned on.


    Settings icon

    A copy of the receipt will open in Microsoft Word for you to print as needed.

    Passare automatically saves every payment on the Payments & Adjustments page.

    If you'd like to save a signed version, you can scan a copy of the signed receipt, save to your Desktop, or drag and drop the file into Case Files. 

    gif for drag & drop into Case Files

     

    Need more information?

     

    Need help? Email us at support@passare.com or call (800) 692-5111.