How to Set Up Tax Receipt Settings & Export
Navigate to https://portal.parent.cloud/overview
2. From "Settings"
3. Under billing drop down menu.
4. Go To "Tax receipt report"
5. Add a report title of your choice.
6. Add a header Text.
7. Select the type of info you need in the tax receipt.
8. Select the type of transactions you need to show in the tax receipt.
9. Add a footer text.
10. Preview the tax receipt.
11. Download PDF if needed.
12. Click "Save" once done.