Enter a receipt for a cash payment

  1. Open the Enter Customer Receipts screen.
  2. Note the active cash company. If you want to change it, click in the header and select the appropriate company.
  3. In the Customer field, do one of the following:

    • Enter the code of the customer for the receipt.

    • Click to select the customer for the receipt from a Lookup List.

  4. In the Payment Type field, click to select Cash.
  5. In the Transaction Number field, enter a unique number to identify the cash payment.
  6. Press Tab.
  7. Complete the fields as described on the Enter Customer Receipts Screen Field Reference .
  8. Click Save Receipt.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Releases tab before saving the entry.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.