Print Receipt for Cash

Choose this option to print a receipt for a cash payment delivered to the agency. When you print the receipt, you can file an activity entry as a record of that receipt. This is especially useful for agency personnel who may not have access to the Enter Cash Receipts program to record payments received when, for example, a client walks in off the street.

1. At Home Base, click Options or click Accounting > Receipts.
2. Click Print Receipt for Cash.
3. Double click inside the Customer Name field and select the customer from the list.
4. Double click inside the Policy Type field and select the policy from the list.
5. Click OK.
6. Fill out the Activity Detail and click OK. You must enter an Amount.
7. Click Yes to add the activity.
8. Click Print.
9. Click Cancel to return to Home Base.