Editing a Receipt
Receipts can be edited in a repair order workfile and from the Receipts Search Result pane. Receipts that have been exported to your accounting software will have a Posted deposit status and cannot be edited. Receipts can be edited from the following options.
Access the edit Receipt feature from the following:
| Access Point | Navigation |
|---|---|
| CCC ONE menu bar | Select View > Receipts. |
| Receipts Search Results screen | Select the receipt, and then select Edit from the mini-toolbar. |
| Accounting Dashboard | Select the Receipts Not Exported option, select the receipt, and then select Edit from the mini-toolbar. |
| Within a repair order |
Select the Receipts tab, select the receipt, and then select Edit from the mini-toolbar. |
To edit a receipt
- Select View > Receipts from the menu bar.
- Enter your search criteria in the Receipts panel, and then click Search. The receipts that match the search criteria appear in the Search Results pane.
- Select the receipt, and then select Edit from the mini-toolbar.
- Edit the information in the Receipt Details pane, and then click Save and Close to save the changes and close the Receipt screen.
Note: A receipt cannot be edited directly once it has been exported to your accounting software. However, the exported receipt can be reset, and then edited. See Resetting an Exported Transaction.
