A/R Extras: Prepayment Receipts, Collections Templates, and PDF Statements

A/R Extras: Prepayment Receipts, Collections Templates, and PDF Statements

Summary: Email prepayment receipts (check/cash), use collections templates, and configure PDF statements with month aging merge fields.

Quick answer

Enable receipt emailing for prepayments, design collections templates, and add AR aging merge fields (Month1–Month4 and names) to PDF statements.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Enable **email receipts** for payments in **Server Options A/R** and in prepayment entry dialogs (check/cash).
    media/ar-prepayments-statements-01.png

    [Insert screenshot for Step 1]

  2. Configure **Collections templates** and add them to Report Generator or email workflows.
    media/ar-prepayments-statements-02.png

    [Insert screenshot for Step 2]

  3. Update **PDF Statements** with aging merge fields (e.g., **AR.MONTH1**, **AR.MONTH1NAME** … **AR.MONTH4**, **AR.MONTH4NAME**).
    media/ar-prepayments-statements-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Customers receive prepayment receipts; collections letters send with the correct merge data; PDF statements display month aging.

Troubleshooting

If receipts don’t send, verify consolidated email configuration and default recipients; ensure statements are using the updated model.

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