This guide explains how to generate, print, or email a transaction slip after you have processed a "Post Client Change" payout. This slip serves as a receipt for the cash given to the client.

Overview

After you click the "Finish" button on the "Post Client Change" screen, the system finalizes the transaction and takes you to a new page where you can generate the official receipt. This document can be printed for the client or saved for your records and can be reprinted at a later stage if needed.

1. How to Generate and Print the Receipt

1. Generate the Document: On the final screen of the "Post Client Change" process, click the hyperlink labelled "Please click here to download the HTML document copy".

2. View and Print:

   • The receipt will open in your web browser in HTML format.
   • To create a physical copy, use your browser's standard print function (Ctrl+P or Cmd+P).
   • From the print dialog, you can also choose to "Save as PDF" for digital record-keeping.

2. How to Email the Receipt

You can email the transaction slip directly from the system after generating it.

Prerequisites (Administrator Setup): For this feature to work, your System Administrator must have configured the following:

• Your user profile must have a valid email address assigned at Setup > Security > Users.
• The Cash Box you are using must be configured with the correct user email at Setups > Branches > Cash Boxes.

Steps to Email: On the report generation screen, simply click the Email Report button. The system will send the receipt to the pre-configured email address.

Understanding the Receipt Content

The generated "Change to Client" receipt will contain the following information:

• Company Details:
  • Name of the Legal Entity
  • Name of the Branch
• Generation Details:
  • Date and Time the slip was generated
• Transaction Details:
  • Transaction Description (e.g., "Change paid out")
  • Transaction Date and Time
  • Reference Number
• Parties Involved:
  • Client Name/Number
  • Cash Box from which the funds were paid
• Amount: The exact value of the change paid to the client.

Navigation

• Return to Client Search Button: Click this to exit the process and return to the main client search screen.