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    Statements, Tax Invoices, Receipts & Refunds

    Information on account screen printables in RMS.

    Decision Tree

    Printable Statements, Tax Invoices, Receipts & Refunds are available on accounts in RMS.


    • Information
    • Statement
    • Tax Invoice
    • Receipt
    • Refund
    • Add Button

    Information

    Printable Statements, Tax Invoices, Receipts & Refunds are available on accounts in RMS.

    A default template is provided to all customers as part of the base RMS subscription.



    Selecting 'Print' for a Statement, Tax Invoice or Receipt in RMS will automatically open a print dialogue box for users to select the number of copies and printer to send the document to.



    • Statement
    • Tax Invoice
    • Receipt
    • Refund
    • Add Button

    Use

    1. Open an Account  in RMS.
    2. Select the First Transaction to be included on the Statement.
    3. Select the 'Statement' button.
    4. Optional: Select 'Print Statement' and choose 'Ok'.
    5. Optional: Select 'Email Statement' and choose 'Ok'.
    • Guide
    • Add Button

    Guide

    Open an Account in RMS.

    Select the First Transaction to be included on the Statement.


    Select the 'Statement' button.

    Optional: Select 'Print Statement' and choose 'Ok'.

    A print preview of the Statement will open on screen with a print dialogue box to complete the printing process.

    Optional: Select 'Email Statement' and choose 'Ok'.

    Select the email recipients and choose 'Email/Exit' to send the statement.

    Use

    1. Open an Account  in RMS.
    2. Select the 'Invoice' button.
    3. Optional: Select 'Print Invoice' and choose 'Ok'.
    4. Optional: Select 'Email Invoice' and choose 'Ok'.
    5. Optional: Select 'Email and Print Invoice' and choose 'Ok'.
    • Guide
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Invoice' button.

    Optional: Select 'Print Invoice' and choose 'Ok'.

    A print preview of the Tax Incoice will open on screen with a print dialogue box to complete the printing process.

    Optional: Select 'Email Invoice' and choose 'Ok'.

    Select the email recipients and choose 'Email/Exit' to send the Tax Invoice.

    Optional: Select 'Email and Print Invoice' and choose 'Ok'.

    Select the email recipients and choose 'Email/Exit' to send the Tax Invoice.

    A print preview of the Tax Incoice will open on screen with a print dialogue box to complete the printing process.


    Use

    1. Open an Account  in RMS.
    2. Select the 'Receipt' button and choose 'Receipt'.
    3. Enter the Payment Details.
    4. Select the 'Print Option'.
    5. Process.
    • Guide
    • Add Button

    Guide

    Open an Account  in RMS.

    Select the 'Receipt' button and choose 'Receipt'.

    Enter the Payment Details.

    Select the 'Print Option'.

    Select 'Process' to create the receipt in RMS.

    If 'Print Receipt' was the Print Action selected a print preview and print dialogue box will be displayed on screen to finalise printing.


    Use

    1. Open an Account  in RMS.
    2. Right Click an unallocated Receipt and choose 'Refund'.
    3. Select the Refund Type.
    4. Select the Print Option.
    5. Process.
    • Guide
    • Add Button

    Guide

    Open an Account  in RMS.

    Right Click an unallocated Receipt and choose 'Refund'.

    Select the Refund Type.

    Select the Print Option.

    Select 'Process' to complete the Refund in RMS.

    If 'Print Refund' was the Print Action selected a print preview and print dialogue box will open to complete printing.

    Use

    1. Open an Account  in RMS.
    2. Select the First Transaction to be included on the Statement.
    3. Select the 'Statement' button.
    4. Optional: Select 'Print Statement' and choose 'Ok'.
    5. Optional: Select 'Email Statement' and choose 'Ok'.
    • Guide
    • Add Button

    Guide

    Open an Account in RMS.

    Select the First Transaction to be included on the Statement.


    Select the 'Statement' button.

    Optional: Select 'Print Statement' and choose 'Ok'.

    A print preview of the Statement will open on screen with a print dialogue box to complete the printing process.

    Optional: Select 'Email Statement' and choose 'Ok'.

    Select the email recipients and choose 'Email/Exit' to send the statement.

    Use

    1. Open an Account  in RMS.
    2. Select the 'Invoice' button.
    3. Optional: Select 'Print Invoice' and choose 'Ok'.
    4. Optional: Select 'Email Invoice' and choose 'Ok'.
    5. Optional: Select 'Email and Print Invoice' and choose 'Ok'.
    • Guide
    • Add Button

    Guide

    Open an Account in RMS.

    Select the 'Invoice' button.

    Optional: Select 'Print Invoice' and choose 'Ok'.

    A print preview of the Tax Incoice will open on screen with a print dialogue box to complete the printing process.

    Optional: Select 'Email Invoice' and choose 'Ok'.

    Select the email recipients and choose 'Email/Exit' to send the Tax Invoice.

    Optional: Select 'Email and Print Invoice' and choose 'Ok'.

    Select the email recipients and choose 'Email/Exit' to send the Tax Invoice.

    A print preview of the Tax Incoice will open on screen with a print dialogue box to complete the printing process.

    Use

    1. Open an Account  in RMS.
    2. Select the 'Receipt' button and choose 'Receipt'.
    3. Enter the Payment Details.
    4. Select the 'Print Option'.
    5. Process.
    • Guide
    • Add Button

    Guide

    Open an Account  in RMS.

    Select the 'Receipt' button and choose 'Receipt'.

    Enter the Payment Details.

    Select the 'Print Option'.

    Select 'Process' to create the receipt in RMS.

    If 'Print Receipt' was the Print Action selected a print preview and print dialogue box will be displayed on screen to finalise printing.

    Use

    1. Open an Account  in RMS.
    2. Right Click an unallocated Receipt and choose 'Refund'.
    3. Select the Refund Type.
    4. Select the Print Option.
    5. Process.
    • Guide
    • Add Button

    Guide

    Open an Account  in RMS.

    Right Click an unallocated Receipt and choose 'Refund'.

    Select the Refund Type.

    Select the Print Option.

    Select 'Process' to complete the Refund in RMS.

    If 'Print Refund' was the Print Action selected a print preview and print dialogue box will open to complete printing.



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