Overview of batch receipts

Introduction

When a payment is made to your school, you can issue a receipt to the person or business that made the payment.  

Receipts allow finance to keep track of all payment transactions. They’re also a helpful proof of purchase for anyone that’s paid money to your school. Zunia keeps records of all automated and in-person payments.

Payments can also be receipted using pre-purchased credits. They can be bought in bulk and offered at a discounted rate to increase cash flow for your school.

Create and process receipts

To create and process receipts, you need to complete the following tasks:  

1. Create a batch for receipts
2. Add a receipt to the batch you created  
3. Allocate the receipt to a debtor account, a general ledger code, or both  
4. Approve the receipt  
5. Review and close off the batch 

You can also: 

• View, edit and void receipts in a batch  
• Find approved receipts from a batch number
• Create a PDF of a receipt