Difference between revisions of "ProDon:Configuration of a Standard Type Receipt"

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{{Header_TOC}}<br>  
 
{{Header_TOC}}<br>  
  
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'''<u>ATTENTION</u>''' : This document is for '''VERSION''' '''5''' of ProDon. To go to version 4,[[ProDon:Configuration_of_a_Standard_Type_Receipt_(Version_4)|click here]].
+
'''<u>ATTENTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to version 4, [[ProDon:Configuration_of_a_Standard_Type_Receipt_(Version_4)|click here]].
  
−
<br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>
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<br>
  
 
== Introduction  ==
 
== Introduction  ==
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== Configuration of standard type receipt ==
 
== Configuration of standard type receipt ==
−
 
−
In the "Edit/View Receipt Configuration" window, the "Paper", "Electronic", "Sequences", "Email" and "France" tabs are available to configure the receipt. <br>
 
  
 
The receipt structure is built by the '''''Logilys''''' team. The only elements that may be modified are managed in these tabs.
 
The receipt structure is built by the '''''Logilys''''' team. The only elements that may be modified are managed in these tabs.
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<br>  
 
<br>  
  
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==== "Paper" tab ====
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==== " Paper " tab ====
  
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The "Paper" tab allows the configuration of the standard receipt type.  
+
The " Paper " tab allows the configuration of the standard receipt type.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to configures the address block location, that will contain the donor's personal information.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the configuration of the address block position, that will contain the donor's personal information.  
  
−
Adjust the numbers in the « Up » and « Right » section in regards to the desired placement of the address blocké For example, to lower the address bloc, you need to decrease the number
+
Adjust the numbers in the " Up " and " Right " section in regards to the desired position of the address block. For example, to lower the address bloc, you need to decrease the number in the " Up: " box.
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you The organization's information location can also be configured against the logo, which is in the upper left corner.   
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the configuration of the organization's information position depending on the logo's size and position which is in the upper left corner. Adjust the number in the " Right: " box.   
  
−
'''NOTE:''' The logo fills all available space to the beginning of information. So, by adjusting the information's position, the logo's size is also self adjusting.  
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'''NOTE:''' The logo fills all the space available until you enter the organization's information to be displayed. Therefore, when adjusting the information's position, the logo adjusts itself automatically.  
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Enables the organization's name that is issuing the receipt on the receipt to be displayed.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Enables the organization's name that is issuing the receipt to be displayed on the receipt.  
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''D:'''</span> If the last box is not checked, this box allows an empty line in place of the organization's name to be left.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> If box <span style="color: rgb(255, 0, 0);">'''C'''</span> is not checked and this one is, there will be an empty line in place of the organization's name.  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Removes the logo from the receipt.  
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Removes the logo of the organization from the receipt.  
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''F:'''</span> When this box is not checked, lines separating each receipt copy are printed.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> When this box is not checked, the cutting lines separating each copy of the receipt is printed.  
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows the use of the main contact and the main address of the transaction in the case of a receipt with thank-you.  
+
<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows the use of the main contact and main address of the transaction for a receipt with an intergrated thank-you.  
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows the title to be displayed before the name.  
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<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows the user to choose if they want to use the " short " or " long » title that is displayed before the name on the receipts.  
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''I:'''</span> Enables the suffix that follows the client's last name on the receipt to be displayed, if needed.
+
<span style="color: rgb(255, 0, 0);">'''I:'''</span> If needed, this box enables the suffix that follows the client's last name on the receipt to be displayed.
  
−
| <span style="color: rgb(255, 0, 0);">'''J:'''</span> Uses the address format of the Mass Mailing(747, Pierre-Roux Blvd East, suite 202)instead of the Canada Post format (202 - 747, Pierre-Roux Blvd E).
+
| <span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the use of the Mass Mailing address format (747, Pierre-Roux Blvd East, suite 202) instead of using the Canada Post format (202 - 747, Pierre-Roux Blvd E).
  
 
|-
 
|-
 
|<span style="color: rgb(255, 0, 0);">'''K:'''</span> Shows the activities for which the donor has made a donation for on the receipt.  
 
|<span style="color: rgb(255, 0, 0);">'''K:'''</span> Shows the activities for which the donor has made a donation for on the receipt.  
  
−
|<span style="color: rgb(255, 0, 0);">'''L:'''</span> Chooses what will be the letter's header for the letter with thank-you integrated to receipts.  
+
|<span style="color: rgb(255, 0, 0);">'''L:'''</span> Allows the user to select what will be displayed on the header for the letter with an intergrated thank-you to the receipts.  
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''M:'''</span> Allows the official signature to be display by selecting the path of the .jpg file, adjusting the dimension and the location.
+
|<span style="color: rgb(255, 0, 0);">'''M:'''</span> Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the size and position.
−
|<span style="color: rgb(255, 0, 0);">'''N:'''</span> The "Preview" button shows a receipt example for the purpose of seeing where the elements will be located.
+
|<span style="color: rgb(255, 0, 0);">'''N:'''</span> The " Preview " button shows an example of the receipt just for the purpose of seeing where the items will be positioned. To see the example that can be seen when the user clicks on the " Preview " button, [[ProDon:Configuration of a Standard Type Receipt#Example of paper receipt option|click here]].
 +
|-
 +
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''O:'''</span> Once the user is done with the configurations of the receipts, click on the " [[File:Button Check mark Confirm.png]] Confirm Edit " button to save the modifications.
 
|}
 
|}
  
−
<br>
+
==== " Electronics " tab  ====
 +
 
 +
The " Electronics " tab allows you to configure the issued receipts via the IMakeAnOnlineDonation. This tab is only visible only if you have the " [http://wikien.logilys.com/index.php/ProDon:Table_of_Contents#Online_donation_module Online Donation] " Module.<br>
  
−
==== "Electronics" tab  ====
+
==== " Sequences " tab  ====
  
−
The "Electronics" tab allows the issued receipts via IMakeAnOnlineDonation to be configured. This tab allows some eReceipt options to be defined.
+
The " Sequences " tab allows the configuration of the prefixes and sequences of the various '''''Prodon''''' receipts.
  
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the selection of the standard Canadian receipt or the one used in France.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to add a sequence to the paper receipt format. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Preview eReceipt" button allow a receipt example to be displayed to show where the elements will be placed.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to add a sequence to the receipts that have been imported into '''''Prodon'''''. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.
  
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the dimension and the location.  
+
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to add a sequence to the Online Donation receipts. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
  
−
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the title to be displayed before the name.  
+
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to add a sequence to the electronic receipts. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
  
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Enables to display on the receipt the organization's name that is issuing the receipt.
+
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> The [[File:Button add plus.png]] button allows the user to add new sequences. To learn how to fill in the window to add a sequence for receipts, [[ProDon:Configuration of a Standard Type Receipt#Adding a receipt sequence|click here]].
  
−
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the province code (On) to be displayed instead of the full name (Ontario).
+
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> This grid is the list of the sequences that where created in '''''Prodon'''''.  
−
 
 
−
|-
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''G:'''</span> If the box in <span style="color: rgb(255, 0, 0);">'''E'''</span> is not checked, this box allows an empty line to be left instead of the organization's name.
 
−
 
 
−
|<span style="color: rgb(255, 0, 0);">'''H:'''</span> When this box is not checked, the lines separating each receipt copy will be printed.
 
−
 
 
−
|-
 
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows the logo to be hidden on the receipt.
 
−
 
 
−
|<span style="color: rgb(255, 0, 0);">'''J:'''</span>  Enables to show activities for which the donor have made a donation on the receipt.  
 
  
 
|}
 
|}
  
−
<br>
+
==== Adding a receipt sequence ====
−
 
+
{| class="wikitable"
−
==== "Sequences" tab ====
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| colspan="2" |After clicking on the [[File:Button add plus.png]] or  [[File:Button Edit.png]] button, the following window opens up.
−
The "Sequences" tab allows to configure the prefixes and sequences of various ProDon receipts.
 
−
 
 
−
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
−
|-
 
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 003.png|734x734px]]<br>
+
| colspan="2" |[[File:ProDon5 Configuration of a Standard Type Receipt 003.png|642x642px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the addition of a prefix of paper receipt format. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to configure the sequence prefix that will be printed on the receipts.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the addition of a prefix of receipt that have been imported in ProDon. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to write the name of the sequence.  
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the addition of a prefix of Online Donation receipt format. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to configure the next number that will be used in this sequence.  
−
 
 
−
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the addition of a prefix of eReceipt format. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.
 
−
 
 
−
|-
 
−
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows new prefixes to be created.
 
−
 
 
−
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the available prefixes to be viewed.  
 
  
 
|}
 
|}
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<br>
 
<br>
  
−
==== "Email" tab ====
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==== " Email " tab ====
  
−
The "Email" tab allows the email sent to the clients to be configured. This tab require the eReceipt Module.  
+
The " Email " tab allows the user to configure the email that will be sent with the receipts. This tab requires the eReceipt Module.
 +
 
 +
To learn how to configure this tab, consult the section [[ProDon:Table of Contents#eReceipt Module|eReceipt]].  
  
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 004.png]]<br>
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 004.png|686x686px]]
−
|-
 
−
| width="50%" |
 
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the subject of the email that will be sent to be entered.
 
−
 
 
−
| width="50%" |
 
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the senders information to be written. This information is required to send an email.
 
−
 
 
−
|-
 
−
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows an email to be created to get the email rejected at the first sending and which will also be under the Rejected emails tab.
 
−
 
 
 
|}
 
|}
  
 
<br>
 
<br>
  
−
==== "France" tab ====
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==== " France " tab ====
−
The "France" tab allows the french receipts with this country standards to be configured.
+
The " France " tab allows the user to configure the french receipts with the standards established by that country.
  
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the selection of the boxes that will be checked on the receipt.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to select the boxes that will be checked on the receipt.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This buttons allows the display of the client's NUC or the receipt reference number.   
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This buttons allows the user to display the client's UCN or the receipt's reference number.   
 
|-
 
|-
−
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the addition of a picture which will be at the left of the thank-you as well as the size to millimeter format.  
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to add an image that will be displayed on the left side of the thank-you. The width and size of the image can be changed and is in millimeter format.  
  
 
|}
 
|}
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Location of the organization's information.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Position of the organization's information.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Location of the client's information.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Position of the client's information.  
  
 
|-
 
|-
−
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Location and size of the official signature.  
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Position and size of the official signature.  
  
 
|}
 
|}
  
−
<br>
+
<br>To generate the receipts, consult the [[ProDon:Processing_Receipts_to_be_Issued|Processing Receipt to be Issued]] procedure.
−
 
 
−
 
 
−
 
 
−
To generate receipt, please look to the [[ProDon:Processing_Receipts_to_be_Issued|Processing Receipt to be Issued]] procedure.
 

Latest revision as of 14:21, 7 January 2019

Configuration of a Standard Type Receipt

ATTENTION : This document is for VERSION 5 of Prodon. To go to version 4, click here.


Introduction

The standard receipt is available in many formats, but its customization is limited. This receipt is constantly updated by Logilys and is in compliance with the CRA (Canada Revenue Agency) and the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated at the same time.

General Configuration of the Receipt

NOTE: Before undertaking the configuration of the type of receipt, the general configuration must be performed.

To configure a Word type receipt, consult this procedure.

Configuration of standard type receipt

The receipt structure is built by the Logilys team. The only elements that may be modified are managed in these tabs.


" Paper " tab

The " Paper " tab allows the configuration of the standard receipt type.

For the next examples, please refer to the Example of paper receipt options.

ProDon5 Configuration of a Standard Type Receipt 001.png

A: Allows the configuration of the address block position, that will contain the donor's personal information.

Adjust the numbers in the " Up " and " Right " section in regards to the desired position of the address block. For example, to lower the address bloc, you need to decrease the number in the " Up: " box.

B: Allows the configuration of the organization's information position depending on the logo's size and position which is in the upper left corner. Adjust the number in the " Right: " box.

NOTE: The logo fills all the space available until you enter the organization's information to be displayed. Therefore, when adjusting the information's position, the logo adjusts itself automatically.

C: Enables the organization's name that is issuing the receipt to be displayed on the receipt.

D: If box C is not checked and this one is, there will be an empty line in place of the organization's name.

E: Removes the logo of the organization from the receipt.

F: When this box is not checked, the cutting lines separating each copy of the receipt is printed.

G: Allows the use of the main contact and main address of the transaction for a receipt with an intergrated thank-you.

H: Allows the user to choose if they want to use the " short " or " long » title that is displayed before the name on the receipts.

I: If needed, this box enables the suffix that follows the client's last name on the receipt to be displayed.

J: Allows the use of the Mass Mailing address format (747, Pierre-Roux Blvd East, suite 202) instead of using the Canada Post format (202 - 747, Pierre-Roux Blvd E).
K: Shows the activities for which the donor has made a donation for on the receipt. L: Allows the user to select what will be displayed on the header for the letter with an intergrated thank-you to the receipts.
M: Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the size and position. N: The " Preview " button shows an example of the receipt just for the purpose of seeing where the items will be positioned. To see the example that can be seen when the user clicks on the " Preview " button, click here.
O: Once the user is done with the configurations of the receipts, click on the " Button Check mark Confirm.png Confirm Edit " button to save the modifications.

" Electronics " tab

The " Electronics " tab allows you to configure the issued receipts via the IMakeAnOnlineDonation. This tab is only visible only if you have the " Online Donation " Module.

" Sequences " tab

The " Sequences " tab allows the configuration of the prefixes and sequences of the various Prodon receipts.

ProDon5 Configuration of a Standard Type Receipt 002.png

A: Allows the user to add a sequence to the paper receipt format. To do so, the sequence must first be added in F.

B: Allows the user to add a sequence to the receipts that have been imported into Prodon. To do so, the sequence must first be added in F.

C: Allows the user to add a sequence to the Online Donation receipts. To do so, the sequence must first be added in F. D: Allows the user to add a sequence to the electronic receipts. To do so, the sequence must first be added in F.
E: The Button add plus.png button allows the user to add new sequences. To learn how to fill in the window to add a sequence for receipts, click here. F: This grid is the list of the sequences that where created in Prodon.

Adding a receipt sequence

After clicking on the Button add plus.png or Button Edit.png button, the following window opens up.
ProDon5 Configuration of a Standard Type Receipt 003.png

A: Allows the user to configure the sequence prefix that will be printed on the receipts.

B: Allows the user to write the name of the sequence.

C: Allows the user to configure the next number that will be used in this sequence.


" Email " tab

The " Email " tab allows the user to configure the email that will be sent with the receipts. This tab requires the eReceipt Module.

To learn how to configure this tab, consult the section eReceipt.

ProDon5 Configuration of a Standard Type Receipt 004.png


" France " tab

The " France " tab allows the user to configure the french receipts with the standards established by that country.

ProDon5 Configuration of a Standard Type Receipt 005.png

A: Allows the user to select the boxes that will be checked on the receipt.

B: This buttons allows the user to display the client's UCN or the receipt's reference number.

C: Allows the user to add an image that will be displayed on the left side of the thank-you. The width and size of the image can be changed and is in millimeter format.
Example of paper receipt option
ProDon5 Configuration of a Standard Type Receipt 006.png

A: Position of the organization's information.

B: Position of the client's information.

C: Position and size of the official signature.


To generate the receipts, consult the Processing Receipt to be Issued procedure.

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