Overview
Allow System to Issue Payment Receipts if Invoice in Payment/Invoice and Payment Transaction Type Is Selected/OP_Allow_Issue_Payment_Receipts_If_Invoice_Is_Selected_Free_MassImport is a setting located under Financial Settings > General Settings > e-Payments, in the Transaction properties for addressing Payments via Mass Imports (Excel/DB) sub-group.
What This Setting Does
This is an on/off setting that controls whether Classter is allowed to also issue a separate payment receipt when the transaction type configured for Mass Import addressing is an “invoice and payment” combined type. Normally an invoice-and-payment transaction type already documents the payment, but some institutions also require a distinct receipt document for the payer’s records.
Where It Is Used
This setting is not shown or referenced on any screen by name; it is read automatically by Classter in the background when a mass payment import is processed. Its effect becomes visible through the mass import feature reached from the following path.
- Main Menu > Financial > Financial Documents (Transactions tab) > Online Payments, using the Import action to start a mass import of payments; once the imported file is processed, this setting determines whether a separate payment receipt is also issued alongside the invoice-and-payment document for each automatically addressed transaction.
- The actual document issuing happens automatically once the import is submitted, and the resulting documents can be reviewed afterward on the Online Payments list and on the affected _Student_’s Arrangements List / Installment Analysis screens.
Business Logic / Behavior
- When enabled, the system issues a payment receipt in addition to the invoice, for transactions where the invoice/payment transaction type is used.
- This setting only has an effect when Transaction Type (Mass Import) is configured as an invoice-and-payment type; it is not relevant for transaction types that are already receipt-only or credit-only.
- When disabled, only the invoice-and-payment document is issued, without a separate receipt, avoiding duplicate documentation.
- This setting only applies when automatic addressing of Mass Import payments is enabled.
Example(s)
Alpha Institute uses an invoice-and-payment transaction type as its default for mass-imported payments, but local accounting practice also requires a separate receipt for the payer. When a $980 tuition payment is imported and automatically addressed, enabling Allow System to Issue Payment Receipts if Invoice in Payment/Invoice and Payment Transaction Type Is Selected (Mass Import) ensures the institute generates both a $980 invoice-and-payment document and a $980 payment receipt automatically for that payment, and for every other imported payment.
When to Use
When to Enable
Enable this setting when the institution’s accounting or regulatory practices require both an invoice-and-payment document and a separate payment receipt for imported payments.
When to Disable
Disable this setting if a combined invoice-and-payment document is sufficient on its own and a separate receipt is unnecessary or would be considered duplicate documentation.
Notes
- Prerequisite: Transaction Type/OP_Transaction_Type_Free_MassImport should be set to an invoice-and-payment type, and the Mass Import payment feature with automatic addressing should be enabled, for this setting to take effect.
- Related settings: Transaction Type (OP_Transaction_Type_Free_MassImport in Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Send Email to Payer With Transaction Document (OP_Send_Email_After_Transaction_Issued_Free_MassImport in Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Payment Method (OP_Payment_Method_Free_MassImport in Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)).
- K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.
