Customizing Endorsement Content

You can customize the content of the endorsements that you print from the slip printer, with the following procedure. You can print endorsement details on checks and applications.

To customize the endorsement fields that print from the slip printer:

  1. In Civic Platform, navigate to Setup > Agency Profile > Content Customize.

  2. Select one of the following endorsement types, then customize the text of the endorsement content, using the variables listed in Endorsement Type Variables.

    Endorsement Type Product Navigation Path
    APPLICATION_ENDORSEMENT Record/POS > Payment/Refund
    CHECK_ENDORSEMENT Record/POS > Payment/Refund
    SET_CHECK_ENDORSEMENT Set/Sets > Payment and Sets/Refund
    TRANSACTION_CHECK_ENDORSEMENT Payment Processing > Payment/Refund
    TRUSTACCOUNT_CHECK_ENDORSEMENT Trust account > Deposit/Withdraw

  3. From the product paths indicated for each of the endorsement types:

    1. Make a payment or refund by check method.

    2. Go to the receipt summary.

    3. Click the check endorsement button and go to the endorsement detail page.

    4. Click the print button.

      The endorsement prints with the slip printer.

      Table 1. Endorsement Type Variables
      Endorsement Type Supported Variables
      APPLICATION_ENDORSEMENT $$transNBR$$: Transaction number

      $$permitNBR$$: Record ID

      $$contactName$$: Contact name

      $$contactType$$: Contact type

      $$refContactID$$: Reference contact ID

      $$todayDate$$: Today’s date

      $$businessDate$$: Business date
      CHECK_ENDORSEMENT $$permitNBR$$: Record ID

      $$transNBR$$: Receipt customized number

      $$adminFeeDue$$: Add Fee

      $$cashDrawerID$$: Cash drawer ID

      $$totalAmtPaid$$: Total Payment Amount

      $$totalInvoice$$: Total invoice

      $$totalPaid$$: Total paid

      $$balance$$: Total invoice less total paid

      $$todayDate$$: Current Date

      $$receiptNbr$$: Receipt Number

      $$payerRefContactID$$: Remitter contact ID

      $$payerContactType$$: Remitter type

      $$payerName$$: Remitter name
      SET_CHECK_ENDORSEMENT $$setId$$: Set ID

      $$setName$$: Set name

      $$transNBR$$: Receipt customized number

      $$adminFeeDue$$: Add Fee

      $$cashDrawerID$$: Cash drawer ID

      $$totalAmtPaid$$: Total Payment Amount

      $$totalInvoice$$: Total invoice$$totalPaid

      $$: Total paid

      $$balance$$: total invoice - total paid

      $$todayDate$$: Current Date

      $$receiptNbr$$: Receipt Number
      TRANSACTION_CHECK_ ENDORSEMENT $$transNBR$$: Receipt #

      $$forPermitNbr$$: Permit ID

      $$forPOSTransNbr$$: POS ID

      $$totalAmtPaid$$: Payment Amount

      $$cashDrawerID$$: CashDrawerID

      $$sessionNbr$$: Session Nbr

      $$todayDate$$: Date/Time

      $$businessDate$$: Business Date

      $$paymentMethodAndAmount$$: Amount
      TRUSTACCOUNT_CHECK_ ENDORSEMENT $$transNBR$$: Receipt Number

      $$accountNBR$$: Account Number

      $$businessDate$$: Business Date

      $$todayDate$$: Today

      $$transType$$: Transaction Type

      $$amount$$: Amount

      $$tenderType$$: Tender Type

      $$accountBalance$$: Account Balance

      $$cashDrawerID$$: Cash Drawer ID

      $$sessionNbr$$: Cashier Session Number

      $$transComments$$: Transaction Comments

      $$refNBR$$: Reference Number