TIPS:
- Payments receipts are generated after the borrower payment is received and posted. If the borrower does not make a payment, no receipt is issued. For borrowers that are habitually delinquent, you may want to use payment statements instead.
- Only loans with the Send Payment Receipts
option checked receive payment receipts. For more details click here.
You are able to print Borrower Payment Receipts from the Loans Grid or from Tasks & Reports.
To print a Borrower Payment Receipt from the Loans Grid:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click the Loans drop-down.
- Click the specific loan type (Conventional, Commercial, Construction, Lines of Credit, or Other) to open that grid or click All Loans to open a grid containing all the loan types.
- From the grid, select the loan to print the receipt for.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click 
Find to search for the record by entering your own search criteria. For additional information see How to use find and How to use the data grids.
- Click
for a drop-down list of available options to print. - From the options in the list, click
Payment Receipts. - In the Print Borrower Payment Receipts assistant, enter the following information:
- Select All Loans or Selected Loans by Account and from the drop-down list.
TIP: When you choose Select Loans by Account you must enter starting and ending account numbers in then From, To input fields. You can enter the same starting and ending account number to select a single loan, or you can enter a logical range. For example, if you enter HBT as the starting and ending accounts, all loans with account numbers starting with HBT will be included.
TIP: Click 
to open a lookup window that allows you to select a loan from a list of existing records. For more details see How to use lookup windows.
- Statement Date. Enter a date. The default is today's date.
- Print Receipts For:
- Regular Payments
. This will print receipts for Regular Payments. - Other Payments . This will print receipts for Other Payments.
- Regular Payments
- Use Company Logo . Select to print the company's logo; otherwise, the company's name and address is printed instead. For more details see Company logo.
- Print Receipts for Payments Received. Select a period from the list. All payments received within the selected period will be included in the list.
TIP: You may select one of the predefined periods or select Custom to enter a starting and ending date of your choice in the To and From boxes.
- Select Loan Categories to Include or Exclude. Use this option to include or exclude loans based on their categories.
INFO: Categories are keywords or phrases that help you create logical loan groups. To learn more read How to use the categories window.
- Click
to open a print preview window for the receipts.
TIPS:
- You can easily customize certain parts of the payment receipts. To learn more read Customizing borrower payment receipts.
- To know more about how to use the print preview window, click here.
- Click
or the 
in the corner of the assistant to exit.
To print a Borrower Payment Receipt from Tasks & Reports:
- Click on Loan Servicing in the left panel of The Mortgage Office®.
- Click Tasks & Reports from the menu located on the left of the window.
- In the Loan Transactions section, click the
Payment Receipts hyperlink. - In the Print Borrower Payment Receipts assistant, enter the following information:
- Select All Loans or Selected Loans by Account and from the drop-down list.
TIP: When you choose Select Loans by Account you must enter starting and ending account numbers in then From, To input fields. You can enter the same starting and ending account number to select a single loan, or you can enter a logical range. For example, if you enter HBT as the starting and ending accounts, all loans with account numbers starting with HBT will be included.
TIP: Click to open a lookup window that allows you to select a loan from a list of existing records. For more details see How to use lookup windows.
- Statement Date. Enter a date. The default is today's date.
- Print Receipts For:
- Regular Payments . This will print receipts for Regular Payments.
- Other Payments . This will print receipts for Other Payments.
- Regular Payments
- Use Company Logo . Select to print the company's logo; otherwise, the company's name and address is printed instead. For more details see Company logo.
- Print Receipts for Payments Received. Select a period from the list. All payments received within the selected period will be included in the list.
TIP: You may select one of the predefined periods or select Custom to enter a starting and ending date of your choice in the To and From boxes.
- Select Loan Categories to Include or Exclude. Use this option to include or exclude loans based on their categories.
INFO: Categories are keywords or phrases that help you create logical loan groups. To learn more read How to use the categories window.
- Click Print to open a print preview window for the receipts.
TIPS:
- You can easily customize certain parts of the payment receipts. To learn more read Customizing borrower payment receipts.
- To know more about how to use the print preview window, click here.
- Click or the in the corner of the assistant to exit.
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