Printing retainer receipts

To print a retainer receipt:

  1. Open the Payments screen from the main menu > Billing > Payments.
  2. In the list view, apply the 'Retainer Payment' filter to the list from the Filters panel. 
  3. Now click More > View Reports.
  4. Select Payment Receipt from the Report List dialog. It opens in the viewer.
  5. Preview the retainer payments. You can then choose to export or print it from there. 
Was this article helpful?
0 out of 0 found this helpful