Overview

The Credit Invoice & Refund Transaction report setting (Setting ID: ApyInCash_Return) is located under Financial Settings > General Settings > Financial Reports > Invoice & Payment Transactions.

What This Setting Does

This setting lets you choose which report template (print layout) is used when printing a combined document for a returned (refunded) invoice together with its associated payment. It controls the appearance and content of that specific printed document.

Where It Is Used

This setting is a report-template selector consumed by the document-generation logic rather than tied to one fixed page. It affects:

• Main Menu > Financial > Transactions – the credit invoice and refund document printed for a returned invoice and its payment is produced from this screen.

Business Logic / Behavior

• This is a single-select (dropdown) setting; the available options are the report templates configured for this specific document type.
• This setting defines the report template used when printing a returned invoice combined with a received payment.
• If no report template is selected, the system falls back to a default template, or the print option is unavailable.

Example(s)

At Summit Preparatory School, a parent overpays a tuition invoice by $1,200 after an accidental duplicate bank transfer on September 10. The finance officer, Mr. Nakamura, processes a credit invoice for the $1,200 overpayment and issues the matching $1,200 refund payment on September 12, then prints the combined credit invoice and refund document using the report template selected in the Credit Invoice & Refund Transaction report setting, so the printout – showing the original invoice amount, the $1,200 credit, and the $1,200 refund – matches the school’s standard financial document format.

When to Use

Use this setting when your institution needs to control or customize the print layout used specifically for documents that combine a credited (returned) invoice with its refund payment, for example to match a particular legal, branding, or accounting document format.

Notes

Prerequisites: the desired report template must already exist and be configured as a report definition before it can be selected here.

• Debit Invoice report/ApyInCash (Financial Settings > General Settings > Financial Reports > Invoice & Payment Transactions)
• Cancelled Invoice & Payment report/ApyInCash_Cancel (Financial Settings > General Settings > Financial Reports > Invoice & Payment Transactions)
• Credit Service Invoice & Refund Transaction report/ApyInCash_Return_Act (Financial Settings > General Settings > Financial Reports > Services Invoice & Payment)
• Related configuration: Report Templates (Administration > Advanced Configurations > Reporting Tab > Report Designer) – report definitions available for selection in this dropdown are uploaded, edited, copied, and deleted there.

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.