Creating a Receipt

A receipt can be created from within a repair order workfile, from the accounting Dashboard, and from the menu bar. From an open repair order, select Action > New > Receipt for the repair order menu bar.

Access the create Receipt screen from the following:

Access Point Navigation
CCC ONE menu bar Select New > Receipt
Receipts Search Results screen Select View > Receipts > New Receipt from the toolbar.
Production Schedule Dashboard Right-click on the repair order, and then select New > Receipt
Accounting Dashboard Select the repair order, and then select New Receipt from the mini-toolbar.
Within a repair order
  • Select New > Receipt from the ribbon bar
  • Select Actions > New > Receipt from the toolbar
  • Select the Receipts tab, and then select New Receipt from the toolbar

To create a receipt from the menu bar

  1. Select New > Receipt from the ribbon bar. The Repair Order Search screen opens.
  2. Enter your search criteria in the Search Terms field, and then select Match all of the words or Match any of the words from the droplist.
  3. Click Search. The repair orders that match the search criteria appear in the Search Results pane.
  4. Select the repair order, and then select OK. The Untitled - Receipt screen opens.
  5. Select the receipt type from the Receipt Type droplist (required).
  6. Enter the Check/Auth Number in the field.
  7. Select the Customer or Insurance option from the Received From section.

Note: Ensure that you have made the correct selection for the amount owed in the Receivables Detail located in the right portion of the screen.

  1. Enter any notes in the Memo field.
  2. Scan or attach an image.
  3. Click Save and Close from the toolbar. The receipt information is saved and the Untitled - Receipt screen closes.

Note: Alternately, select Save and New to create another receipt for the selected repair order, or for a different repair order.