Receipt Description Configuration
Last updated: June 4, 2026
Overview
Ascend allows you to control how receipt descriptions appear when posting a receipt to Epic. This guide walks through the available customization options at both the receipt and receipt line item level.
Receipt Descriptions
The fields below can be included in your receipt description and are available for the following payment types: Carrier, Finance Company, Account, Carrier / Account, and General Ledger.
Field | What it displays |
|---|---|
Agency Code | The agency code on the receipt. If multiple lines exist, the first line's agency code is used. |
Deposit Description | The description from the associated deposit. |
Payer Name | The full name of who made the payment. |
Payer Short Code | The payer's abbreviated name or code. |
Payer Type | The category of the payer (e.g. Carrier, Finance Company). |
Receipt Amount | The total payment amount on the receipt. |
Transaction Date | The date the payment was made. |
You can also include fixed text in your receipt descriptions. Unlike the fields above, fixed text does not change based on payment details and will appear exactly as written on every receipt. This is useful for consistently displaying information such as an office name, department, or internal reference label.
Receipt Line Item Descriptions
The fields below can be included in your receipt line item descriptions and are available for the following payment types: Carrier, Finance Company, Account, Carrier / Account, and General Ledger.
Field | What it displays |
|---|---|
Amount | The amount for that line item. |
Agency Code | The agency code associated with that line item. |
Check Number(s) | The check number(s), shown with a CK# prefix when available. |
Invoice Number(s) | The invoice number(s), separated by commas when there are multiple. |
Payer Name | The full name of who made the payment. |
Payer Short Code | The payer's abbreviated name or code. |
Transaction Date | The date the payment was made. |
Receipt Description | The overall description from the receipt level above. |
You can also include fixed text in your receipt descriptions. Unlike the fields above, fixed text does not change based on payment details and will appear exactly as written on every receipt. This is useful for consistently displaying information such as an office name, department, or internal reference label.
Backup Descriptions
You can configure a backup description to ensure your receipts always display meaningful information. If the primary field you have selected is not available for a given transaction, Ascend will automatically fall back to the next option you have specified.
Example: If your receipt is configured to display the invoice number but no invoice number exists, Ascend can be configured to automatically display the payer's name instead.
Getting Started
To set up or update your configuration, reach out to your dedicated Customer Success Manager