Enter a voided receipt for an on-account payment

  1. Open the Void Customer Receipt 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 voided receipt.

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

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

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

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

  6. In the Journal field, do one of the following:

    • Enter the code of the journal for the voided receipt.

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

  7. In the Posting Group field, do one of the following:

    • Enter the code of the posting group for the voided receipt.

    • Click to select the posting group for the voided receipt from a Lookup List.

  8. In the Posting Date field, enter the posting date for the voided receipt or click to select the date from a Date Picker. The posting date is the date the voided receipt affects the general ledger.
  9. In the Memo field, enter any comments or notes about the voided receipt.
  10. Click Save Void.
    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.