Modify a receipt

You can modify a receipt as long as it hasn't been posted yet. If you need to modify a receipt after it has been posted, use the Void Cash Receipt screen to void the cash receipt and then use the Enter Customer Receipts screen to enter a new receipt. If you need to distribute amounts after a receipt has been posted, use the procedure above to enter a receipt for payment from an on-account amount.

  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 you want to modify.

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

  4. In the Payment Type field, click to select the payment type of the receipt you want to modify.
  5. In the Transaction Number field, do one of the following:

    • Enter the transaction number of the receipt you want to modify and press Tab.

    • Click to select the transaction number of the receipt you want to modify from a Lookup List.

  6. Modify the fields as needed as described on the Enter Customer Receipts Screen Field Reference .
  7. 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.