Page Comparison

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How to email an existing receipt

1. Click on the Accounting Tab tab in the Side Menuside menu
2. Click on the search Search option in the side menu
3. Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
4. Click on the Search Student ButtonStudent Image Added button
5. This will return a list of students that meet the searched criteria
6. To reduce filter the returned options in this box  above the returned results start typing the students First / given name. This will reduce the number of results. 
7. Click on the blue hyper link on the left side of the required record.
8. The student's record has now been loaded.
9. Scroll down to the Student Payments listList section
10. Click on the Action Image Addedbutton next to the Receipt to be printed, the Action menu will open
11. Click on the Email Image Addedoption
12. A dialogue box will appear - Are you sure you want to email the file?
13. Click on the OK Button button
14. The Receipt has now been sent.

How to email an existing receipt with the Communication Module / Event

1. Click on the the Accounting Tab  tab in the Side Menuside menu
2. Click on the search option the Search option in the side menu
3. Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
4. Click on the the Search Student ButtonImage Addedbutton
5. This will return a list of students that meet the searched criteria
6. To reduce filter the returned options in this box  above the returned results start typing the students First / given name. This will reduce the number of results. 
7. Click on the blue hyper link on the left side of the required record.
8. The student's record has now been loaded.
9. Scroll down to the the Student Payments list list
10. Click on the the Action Image Addedbutton next to the Receipt to be printed, the Action menu will open
11. Click on the Email with Communication Event Image Addedoption
12. Scroll down to the Communication Section
13. Scroll down to the Communication Template message and select the required template
14. Enter any required information into the body of the email
15. Click on the Save Communication and Send With Attachments ButtonAttachments Image Added button
16. An email with the attachment has now been sent and a copy of both is saved into the Communication Event record

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