Receipt for Payment Layout

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

If you access Applied Epic using a web browser, you must install Layout Builder from Help > Connection Suite to add and edit layouts.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays

Click Accounting on the navigation panel, or Areas > Accounting on the menubar.

Click Receipt for Payment Layout on the navigation panel.

You can do the following from here:

Add a Receipt Layout
1. Do one of the following:
  - Click the Add button to the left of the list.
  - With focus on the list, press [Insert] on your keyboard.
  - Press [Ctrl] + N.
2. The active Language displays in the Language dropdown menu and is based on your Primary Language setting in Regional Settings Configuration.
3. Enter a Name for the new layout.
  - If you have more than one language available, the Name you enter populates for every language.
  - To change the Name that will display in a different language, select the Language from the list or the dropdown menu and enter a Name.
4. Optionally add Comments.
5. To generate a transaction, select the Generate transaction for payment checkbox.
6. Choose All Structures or Selected Structures.
  - If you click the Selected Structures radio button, the list below it is enabled. To add a structure for the account, click the Add button to the left of the Structures list. Select the checkbox(es) next to the appropriate structure(s) and click Finish.
  - To delete a structure from the list, click to highlight the structure, and then click the Delete button to the left of the list.
7. Click Finish to complete the record.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
  
  See Receipt Layout Builder for instructions on creating a custom layout.
Copy a Receipt Layout
1. Click to highlight the receipt layout that you wish to copy in the list and do one of the following:
  - Click Actions > Copy Receipt for Payment Layout.
  - Right click the layout and select Copy Receipt for Payment Layout.
2. In the Copy Layout pop-up window, enter a Name for the copied layout.
3. If you wish, enter a Comment to provide additional information about the copied layout.
4. Click Finish to copy the layout or Cancel to close the window without copying it.
You can edit the copy just as you would any other layout. This can save time when you need to create a receipt for payment layout that is very similar to an existing layout but differs in a few particulars.
Edit Receipt Layout
1. Click to highlight the appropriate receipt layout in the list, and then do one of the following:
  - Click the Edit button to the left of the list.
  - Press [Enter].
  - Click File > Open on the menubar.
  - Press [Ctrl] + O.
2. Revise the information in the fields on the right.
3. Click Finish to complete the record.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes.
  
  See Receipt Layout Builder for instructions on editing a custom layout.
Delete a Receipt Layout
1. Click to highlight the receipt layout that you wish to delete in the list on the right.
2. Do one of the following:
  - Click the Delete button to the left of the list.
  - Press [Delete] on your keyboard.
  - Press [Ctrl] + D.
3. You are prompted: "Do you wish to delete this record?" Click Yes.
Print a List of Receipt Layouts
1. To print a list of the layouts in Applied Epic, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print > Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. The Print window displays. Print this list as you would any other document.

To revert to the default layout for a given receipt, click to highlight the appropriate receipt layout in the list, and then do one of the following:

Click Actions > Revert to Default Layout on the options bar.
Click Actions > Revert to Default Layout on the menubar.

You are prompted: "This action will reset the details and layout to the original setting. Do you wish to revert to the ASI original layout?" Click Yes.

See Receipt Layout Builder for instructions on creating a new receipt layout.