Modify a miscellaneous receipt from a non-customer entity

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 Miscellaneous Receipts screen to void the receipt and then use the Enter Miscellaneous Receipts screen to enter a new receipt.

  1. Open the Enter Miscellaneous Receipts screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Payer Type field, click and select Other.
  4. In the Payer field, enter the name of the payer.
  5. In the Payment Type field, click and select the payment type of the receipt you want to modify.
  6. 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.

  7. Modify the fields as needed as described on the Enter Miscellaneous Receipts Screen Field Reference .
  8. Click Save Receipt.
    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.