AR Receipt Designer

Navigator > Setup > Accounts Receivable > Receipt Designer

Use the Receipt Designer to design your own receipt or modify an existing receipt design. To design a receipt quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install, and are also available on the Accredo website.

Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.

The AR Receipt Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic are available.

Usually a receipt consists of:

Header band showing details such as customer details, and statement date,
Repeating detail band for transactions paid, and
Footer band for totals.

Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code.

Name	Iterators filter records that are shown in the report. Available Iterators are: BankingItems - CB Banking Items for the receipt. Transactions - Transactions allocated against the receipt.
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

Objects available in the Receipt designer in addition to the standard objects are:

Banking Item	Fields from the Banking Item for the Receipt.
Company	Fields from the Company record.
Contact	Fields from the Primary Contact record.
Customer	Fields from the Customer record.
Receipt	Fields from the Receipt transaction.
Transaction	Fields from the Transaction allocated against the Receipt.
User	Fields from the User printing the receipt.

A sample AR Receipt is provided with the Accredo Server Install, and is also available on the Accredo website. The sample AR Receipt is:

ARReceipt.pfd - standard AR Receipt.

To use documents downloaded from the website, ensure your document designer is the latest version.