How to Manage and Print Closing Transaction Templates
Our platform allows you to customize, manage, and print Closing Transaction templates easily. Here's how you can do it:
Viewing and Managing Templates:
Go to the Settings page.
Click Templates on the left sidebar.
Select the Closing Transactions tab.
Here, you'll see all existing templates. You can:
Import new templates (currently, only the "Default Closing Transaction" template can be imported).
Edit, duplicate, or delete existing templates.
Choosing a Default Template for Printing:
To select which template to use for printing Closing Transactions:
Navigate to the Settings page.
Click on Company Information on the left sidebar.
Under the Website & Misc section, find the Bill Payment Print Template dropdown.
Select your desired template from the list.
Printing a Closing Transaction:
To print a Closing Transaction:
Go to the Accounting Companies page.
Select the relevant company.
Click the Transactions tab.
Locate the Closing Transaction you wish to print.
Click the 3-dot menu next to the transaction and choose Print.
A printable version of the Closing Transaction will open in a new tab.
What the Default Template Includes:
The "Default Closing Transaction" template shows a table of the related transactions, with the following information for each:
Transaction #
Debit/Credit
Account
Debit amount
Credit amount
Total amount due
This template helps you clearly present transaction details and totals for easy reference and record-keeping.
