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

  1. Select View > Receipts from the menu bar.
  2. 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.
  1. Select the receipt, and then select Edit from the mini-toolbar.
  2. 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.

Overview

Overview - Receipts

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:34 PM