Payment Receipt

Introduction

After you log a payment in LoanPro you will have the option to print a receipt. These receipts are customizable, and can include system variables that will merge in customer and loan data, much like a custom form.

This article will cover how to customize the payment receipt for your company.

Receipt Customization

To customize your company’s payment receipt, navigate to Settings > Loan > Payments > Receipt inside your company account.

To edit the receipt, click the blue 'Edit' button in the top right. That brings up this window, where you can type whatever you'd like. You can either edit it with our editor, which works like a simple word processor, or with HTML when you click the brackets < > to view the source code.

We recommend adding system variables to your receipt so it'll automatically merge with loan and customer information to generate a custom receipt for each payment. If you're familiar with the variables, you can just type them right into the text window. If now, click the blue 'Help Variables' link above the editor, which brings up this window where you can search for and select variables.

Put a keyword in the search bar and you'll see a list of relevant variables. Click the bullseye icon to view the details for that variable, and then click the blue text of the variable to insert it into your receipt.

Since you will want to use variables that refer specifically to the payment for which you are generating the receipt, LoanPro has given the payments array variable the special index ‘current’ so you can refer to the correct payment in this circumstance.  For example [[v(‘payments.current.payment-amount’)]] will merge the payment amount into the receipt. If you're looking for other variables, check out our Context Engine Glossary.

When you're done customizing the receipt, click the blue 'Save' button in the top right corner.

Generating a Receipt

To generate a payment receipt, go to the Servicing > Payments tab inside any loan.

Click  to the right of any payment to generate a receipt.


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