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

Generate a receipt

To generate a payment receipt, navigate to Servicing > Payments inside any loan. Click the Adobe Acrobat icon to the right of any payment to generate the receipt.

Customization

To customize a receipt template, navigate to Settings > Loan > Payments > Receipt. By default, you should have a simple receipt saved that looks like the image below. 

To edit this receipt, click ‘Edit’ in the top right. That will bring up a text window for you to format and customize your own content. You can either type in this box like a simple word processor, or click ‘<>’ to view the source code and edit with HTML. 

We recommend using system variables to automatically merge with loan and customer information and create a custom receipt for each payment. If you’re familiar with the variables, you can type them into the text window. If they are new, click the blue ‘Help Variables’ link above the editor. This will show a window where you can search for and select variables. 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.

When you are finished customizing your receipt, click ‘Save’ in the top right corner.