How to show payment details on Process Reports
Summary
This article will describe how to enable payment details (i.e. a Receipt details) for Order Confirmations, Invoices and/or Installer forms. A duplicate process report showing only Payment details can also be created to be used as a separate Receipt report.
Note: This feature is available for versions 5.0.0.227 and higher.
Instructions
- From within SalesPRO, go to Setup and select Process Reports.
- On the Process Reports window, select a process report to modify.
- You may double click on the report name, or click once and hit the modify button.
- Select the Totals tab.
- Place a check mark next to Show payment details.
- Click OK to exit and save your change.
- Repeat with other process reports as needed.
Applies To:
- SalesPRO Software
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