The ‘Download via Form’ option for Receipts will return receipts, applications and in some cases adjustments based on the receipt criteria provided in the form.
Select the ‘Download via Form’ option and the following will display:
This provides the option to download data using Receipt information or Transaction information.
Select the Receipt option and click ‘OK’ to display the Receipt Download form.
Note - The Max Rows button allows you to limit the number of rows of data which will be returned. The default number is 1000.
Enter data into one or several fields to assist the Wizard in finding the receipt(s) you are searching for and click on ‘Download’. Data matching your criteria will be populated into your worksheet.
Once downloaded, the receipt information can be modified to create a new receipt by, e.g. updating dates, updating the amount received, etc. This data can then be uploaded as a new receipt. This can be useful if, for example, you receive amounts regularly from a customer or range of customers.
This function will also download any existing applications for the receipt. These can either be unapplied or used as the basis for applying additional invoices.
Note – To use this function, the ‘Upload Action’ option cannot be ‘Adjustment’.
If the Upload Action of ‘Adjustment’ is selected and you try downloading Receipts the following error message will display:
Select OK, then select ‘Create’, ‘Apply’ or ‘Unapply’ from the Upload Action options on the AR Receipt Wizard ribbon.
