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Closing Transaction Templates

Use Closing Transaction templates to customize, manage, and print closing transaction documents.

Written by Dylan Telson

Viewing and Managing Templates

  1. Click your profile menu.

  2. Click Settings.

  3. Click Templates.

  4. Select Closing Transaction from the template categories.

Here, 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

  1. Go to Settings.

  2. Click Company Information.

  3. Under Website & Misc, find the Bill Payment Print Template dropdown.

  4. Select your desired template.

Printing a Closing Transaction

  1. Go to the Companies page.

  2. Select the relevant company.

  3. Click the Transactions tab.

  4. Locate the Closing Transaction you want to print.

  5. Click the menu button next to the transaction.

  6. Select 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.

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