Create and print a receipt

Utilize Passare's receipt feature to provide a record of the payment to the family.

    Create a receipt

    In the case select Payments & Adjustments from the Financials drop-down. 

    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 information, make sure to complete the required fields: Payment Method, Payment Amount, Payer, and Payment Date.

    Add Payments fields


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

    Payer Details


    After you've entered all of the information for the payment, 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 or call 1-800-692-5111 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 from your Desktop into Case Files.


    gif for drag & drop into Case Files


    Need more information?:


    Need help? Email us at or call 1-800-692-5111.