Receipts, statements and emails

Contents

What the institution hands its people: printed receipts, per-period statements, and the automatic emails with their real delivery history.

Receipts and statements

Receipts come out of the print queue; statements are generated by period and printed or emailed.

1. Print receipts

Comunicación → Impresión de Recibos lists the movements pending print; select and generate the receipts PDF in bulk.

What is already printed sits in its own view, with who printed it and when.

2. Generate statements

Comunicación → Estados de Cuenta builds the per-period document for any client, ready to print or email.

The document format is chosen when generating; the running balance always squares with the client's profile.

The system's emails

Each charge or payment can notify by automatic email. The email list shows every send with its real delivery status.

1. Review the email history

Comunicación → Emails lists every system email with its real status: delivered, sent, queued, bounced or failed.

Open any row to see what was sent and resend it if needed.

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