Enter Receipts

Updated by Jill Bowers

Standard receipts 

As the insured begins replacing items, they will send you receipts, and you can enter the actual replacement cost (ARC) totals from the receipts into Payment Tracker. To enter the ARC, follow these steps: 

  1. In an open project, select Payment Tracker. 
  2. Ensure you’re on the Worksheet tab, then select the ARC w/Tax box in the table for the item that needs the receipt.
  1. Enter the receipt amount. 
  2. Press Enter on the keyboard. 

Partial receipts 

Some receipts may include only part of the total quantity reported in a line item that needs to be replaced. For example, if four books were lost, the insured may choose to replace two at Retailer A and two at Retailer B. This means you will receive two partial receipts for the same line item. To enter partial receipts: 

  1. Select the Qty button for the specific item. The Receipt Management dialog box opens.
Note: This option is only available for items that are not grouped (to learn how to group items, review the process below). To indicate partial payments in grouped items, select the Partial checkbox in the row of the line item. 
  1. Select Add.
Note: You can also edit or delete existing receipts in the Receipt Management dialog box. 
  1. Enter a description, the number of items replaced, and the total price of selected items before tax. 
  2. Add a note in the Note/Comment box, if needed. 
  1. Select Add Receipt Image to open the file selector. 
  2. Select the appropriate image. 
  3. Select Open to attach the receipt image and close the file selector.
  4. Select OK. 
  5. If you have another receipt for this line item, repeat steps 2 through 6.  
  6. When you’re finished adding receipts for this line item, select OK in the Receipt Management window. 

Grouping items on one receipt 

Frequently, customers purchase more than one replacement item in one transaction, so multiple items are on the same receipt. Follow these steps to group those items so they can share a receipt in the system: 

  1. In an open project, select Payment Tracker. 
  2. Ensure you’re in the Worksheet tab, then select the Group checkbox for each item listed on the receipt. 
  3. Select Group Payment. The Group Payment dialog box opens.
  1. Enter a name for the receipt. 
  2. Enter the receipt total. 
  3. Enter any additional information, as needed. 
  4. Select OK. 

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