Receipts Screen

Use this screen to create, view, edit print, and void receipts in a repair order. The columns in the grid can be sorted and moved. Right-click a column to reset the columns. Select columns to be displayed in the grid. Access this screen select View > Receipts from the menu bar.

Description of fields on the screen

Field Label	Description
New Receipt	Selecting this option opens the Untitled - Receipt screen.
Receipt Number	The receipt number is displayed in this column. Receipt numbers are automatically generated.
Received From	The entity who made the remittance for the selected receipt is displayed in this column.
Receipt $	This value is the receipt amount.
Receipt Type	This value indicates the type of receipt. Valid values include American Express, cash, check, Discover, EFT, insurance check, MasterCard, personal check, Visa, and Write Off.
Check/Auth. Number	The authorization or check number of the selected receipt is displayed in this column.
Receipt Date	This is the date the receipt was created. This value cannot be edited.
Receipt Status	This value describes the receipt status. Valid values are Complete and Void.
Edit (mini-toolbar)	Use this option to open the selected receipt and edit the information.
Print (mini-toolbar)	Use this option to print the selected receipt.
Void (mini-toolbar)	Use this option to mark the selected receipt void.
Repair Order	This is a section label for the total repair order sales amounts.
Repair Order Total	This amount is the repair order gross sales amount. This amount comes from the Receipts tab balance pane. This value is updated whenever there is a monetary change in the estimate.
Total Received	This is the total amount received that includes previous amounts received.
Total Balance Due	This value is calculated using the total received amount subtracted from the repair order total amount.
Insurance	This a section label for the insurance company pay amounts.
Total Due from Insurance	The amount in this field is the outstanding amount to be paid by the insurance company. This amount excludes customer pay amounts.
Total Received	This value is the total amount paid by the insurance company.
Total Balance Due	The amount in this field is the amount received from the insurance company subtracted from the total amount due from the insurance company.
Customer	This is a section label for the customer pay amounts.
Total Due from Customer	This is the outstanding total amount to be paid by the customer.
Received	This value is the total amount paid by the customer.
Total Balance Due	The amount in this field is the amount received from the customer subtracted from the total amount due from the customer.

Field Label

Description

New Receipt

Selecting this option opens the Untitled - Receipt screen.

Receipt Number

The receipt number is displayed in this column. Receipt numbers are automatically generated.

Received From

The entity who made the remittance for the selected receipt is displayed in this column.

Receipt $

This value is the receipt amount.

Receipt Type

This value indicates the type of receipt. Valid values include American Express, cash, check, Discover, EFT, insurance check, MasterCard, personal check, Visa, and Write Off.

Check/Auth. Number

The authorization or check number of the selected receipt is displayed in this column.

Receipt Date

This is the date the receipt was created. This value cannot be edited.

Receipt Status

This value describes the receipt status. Valid values are Complete and Void.

Edit (mini-toolbar)

Use this option to open the selected receipt and edit the information.

Print (mini-toolbar)

Use this option to print the selected receipt.

Void (mini-toolbar)

Use this option to mark the selected receipt void.

Repair Order

This is a section label for the total repair order sales amounts.

Repair Order Total

This amount is the repair order gross sales amount. This amount comes from the Receipts tab balance pane. This value is updated whenever there is a monetary change in the estimate.

Total Received

This is the total amount received that includes previous amounts received.

Total Balance Due

This value is calculated using the total received amount subtracted from the repair order total amount.

Insurance

This a section label for the insurance company pay amounts.

Total Due from Insurance

The amount in this field is the outstanding amount to be paid by the insurance company. This amount excludes customer pay amounts.

Total Received

This value is the total amount paid by the insurance company.

Total Balance Due

The amount in this field is the amount received from the insurance company subtracted from the total amount due from the insurance company.

Customer

This is a section label for the customer pay amounts.

Total Due from Customer

This is the outstanding total amount to be paid by the customer.

Received

This value is the total amount paid by the customer.

Total Balance Due

The amount in this field is the amount received from the customer subtracted from the total amount due from the customer.

Overview

Overview - Receipts