Receipt Numbering

Number your receipts manually or automatically for payment tracking and reporting.

    Number Receipts Manually:

    Numbering receipts manually is the default method in Passare.

    To add the receipt number manually, select Payments & Adjustments in a case.

    Payments and Adjustments

     

    Select Add Transaction, and then choose Add Payments.

     

    Enter the Receipt Number.

    With this configuration, you'll have to enter a Receipt Number value every time you enter a Payment Method on the Payments & Adjustments page.

    The same receipt number can also exist on more than one payment. 

    Adding Receipt Number

    Number Receipts Auto-Incrementally:

    Enable this feature to auto-incrementally number your receipts by selecting Admin > Organization 

     

    On the left sidebar, select Organization > Other Options.

    Check the box next to Enable Auto-Incrementing Receipt Number and Save.

    If this checkbox is selected, receipt numbers will auto-increment and the same receipt number cannot be used on more than one payment.

     

    When this configuration is in place, the Receipt Number will be filled in when you go to add a payment within a case.

    See Payments & Adjustments > Add Transaction > Add Payments > Receipt Number

     

    The Receipt Number is created using the current year, followed by an auto-incrementing sequence [YYYY]-[1-999999999].

    For example, the 1,000th payment applied for 2020 would show as 2020-1000.

    Disable Auto-Incrementing Receipt Numbering:

    After turning Auto-Incrementing on, you can later disable the feature by repeating the same process [Admin > Organization > Other Options], unchec the Enable Auto-Incrementing Receipt Number box and Save.

    If the Auto-Incrementing feature is disabled and later re-enabled, it will pick up the next receipt number in the sequence.

    For example, if the last receipt number used was 2020-101 before disabling, the next receipt number will be 2020-102 once you re-enable auto-incrementing.

    Need More Information?:

     

    Need Help? Email us at support@passare.com or call 1-800-692-5111!