How to show payment details on Process Reports
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
Note: This feature is available for versions 126.96.36.199 and higher.
- 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.