EQD: DBPay - PaybyLink: How to Send a Second Receipt for a PBL Payment

View in Scribe

This process is used when a client requests a second receipt after the original receipt has already been sent.

Tip: This Scribe covers three key areas:

1. Setting up automatic receipts at the global level.
2. Setting up automatic receipts at the client level.
3. Sending receipts through A/R Receipts Editing

Part 1: Global Level Setup

1. Navigate to AR > AR File Maintenance > AR Configurations.

2. 1. Scroll to the very bottom of the screen.

2. Check the box: “Send Email Receipt to the Client”.
3. Click Save, then Exit.

> This ensures that all clients automatically receive an email receipt when they pay via Pay-By-Link.

Part 2: Client Level Setting

3. Navigate to Client Maintenance and pull up the client you want to configure.

4. 1. Go to the Pay tab, about halfway down the screen.

2. Here you can choose to either:
   • Use System Default (inherits the global AR setting), or
   • Send Receipt to Client (override global setting and send receipts for this client or not send).

5. Click Save & Exit.

> This allows control of receipt settings on a per-client basis.

Part 3: Sending a Receipt Through AR Receipts

6. Navigate to AR > AR Receipts > Receipts Editing.

7. Scroll to the very bottom and click Selections.

• Select the client and the date range for the receipts you want to send.

8. Check the receipt(s) you need to resend.

9. Open the receipt, then go to Program > Email Receipt to Client.

10. Configure the email address of the recipient.

• Click Send Receipt.

11. Click "Yes"

12. Screenshot: Shows the system-generated receipt sent through AR with no invoice detail only the total.

13. Screenshot: Shows the system-generated receipt sent through AR with invoice total and total amount.