Disabling Automatic Receipts
Path: Spider > Setup& Utilities > Portal Administration > Configure & Customise > Payment Portal Setup
Remember at End of month or End of year you will not want receipts to go in if you have not finished the month rollover – so you will need to disable this as follows:
- [Auto Receipting] removing the tick will stop automatic receipting
While you receipts are turned off your Caregivers will not get a correct balance of the amounts that they have paid.
Path: Spider > Portal Administration > Configure & Customise > Payment Portal Setup > Payment Portal Default tab
You may wish to alter your message until you place the Tick back in Auto Receipts.
See setup for further details.
Once End of Month or End of Year has finished replace the [Tick]
Note: All batches receipted automatically in back office and will be unfinalised batches.
Receipt the missing batches into PCSchool
Path: Spider > Finance > Finance Dashboard > Bank Reconciliation > Online Payments
- Click on the [Process] icon – it will then transfer the receipt to Debtors in backoffice
This screen will show all Error messages etc
Example of Receipt in back office: