Untitled - Receipt Screen

Use this screen to create a receipt.

Description of fields on the screen

Field Label	Description
New Receipt for RO (ro number)	This is the labor of the document type and the repair order associated with it.
Receipt Number	This value is auto generated and includes the RO number, and the receipt number.
Receipt Type	Select a receipt type from the droplist. Valid values include American Express, cash, check, Discover, EFT, insurance check, MasterCard, personal check, Visa, and write off. This field is mandatory.
Check/Auth. Number	If the transaction is a check, enter the check number in this field, or enter the authorization code for other payment types if applicable.
Received From	Select the option that describes the party making the payment.
Customer	When the customer option is selected, enter the customer name, or select it from the droplist. The vehicle owner name is displayed by default.
Insurance	When the insurance option is selected, enter the insurance company name, or select it from the droplist. The the insurance company selected in the Insurance tab displays by default.
Receipt Date	Enter the date of the receipt. The current date displays by default.
(calendar icon)	Optionally, select the calendar icon, and then select the date from the popup calendar. The current date is outlined with a red border.
Receipt $	Enter the amount in this field.
Memo	Use this field to add comments.
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.
This Receipt	This is a section label for the current receipt and remaining amounts.
Amount	This is the amount of the receipt.
Remaining Balance	This is the outstanding amount.

Toolbar and menu options on the screen

Field Label	Description
(document header)	The blue document header displays the repair order summary information on the Purchase Order screen: RO Number, Owner, Vehicle (year, make, model), License (plate number), Estimator, Insurance Company, VIN, Exterior Color.
File	The menu bar File options include Save and New, Save and Close, Save and Print, and Close.
Actions	There are no options associated with this button.
Help	This option launches the CCC ONE Online Help screen.
Save and Close	A toolbar option that saves the document and closes the screen.
Save and New	This option saves the document, closes the current screen, and opens a new receipt screen.
Save and Print	Selecting this button saves and then prints the receipt.