Print a receipt, letter and envelope

Owned by sdecary (Unlicensed)
Last updated: Dec 10, 2020 by Marianne Desrosiers (Unlicensed)
2 min read

1.To print the receipt in trust you must use the Letters button in your transaction

2. In the Trust Account Deposits section, use the yellow sheet icon in front of Cheque Deposit.

3. Select what you want to print as well as the template (if you have more than one template)

  • You can print a letter to accompany the receipt.

  • You can print the deposit receipt.

  • You can also print the envelope that will be used to send the receipt.

 

4. After selecting what you want to print, you have the option with the pencil to edit this letter or with the button at the top to save it in the InfoStore or to save it and generate the E-Mail.

5. If you used the pencil, you will be able to make adjustments if necessary in the letter or use the buttons at the top to view the pdf, open it in excel, or word, email it as an attachment, or even send it by fax.

Completed!