How do I assign a receipt to a specific location JeneisNow?

How to assign a receipt to a specific location in your JeneisNow system.

JenesisNow- Assigning Receipts to a Specific Location

At the top, in the search bar, you will need to look up a customer’s profile by typing in their name. In Client View, scroll down to Policies and select a policy. Once you’re in a policy, scroll down, and to the right, you’ll notice Receipts. Select the plus (+) sign, and a window will appear labeled Receipt. You can assign the receipt to a certain location by selecting in the drop-down next to Location.

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Category: General, Policies

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