Enter Receipts
Standard receipts
As the insured begins replacing their items, they will send you receipts, and you can begin entering the actual replacement cost (ARC) totals from the receipts.
To enter the ARC follow the steps below:
- Double-click inside the ARC w/Tax box for the specific item.
- Enter the amount from the receipt.
- Press Enter.
Partial receipts
Some receipts may include only part of the total quantity reported in a line item 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. To enter partial receipts:
- Click the Qty button for the specific item. The Receipt Management dialog box opens.
- Click Add.
- Enter a description, the quantity replaced, and the total price of all items before tax.
- Add a note in the Note/Comment box, if needed.
- Click Add Receipt Image to attach an image of the receipt.
- Click OK.
- If you have another receipt for this line item, repeat steps 26.
- Click OK.
You can Add, Edit, or Delete receipts in the Receipt Management dialog box. Receipts cannot be deleted if a payment for the actual replacement cost (ARC) of that item has been recorded.
After you enter all submitted receipts, click Record Payment if there are available RC benefits. Follow the steps for recording a payment.
Grouping items on one receipt
Frequently, customers purchase more than one replacement item in one transaction. To group items purchased at the same time:
- On the Worksheet tab, select the Group check box for each item listed on the receipt.
- Click Group Payment. The Group Payment dialog box opens.
- Enter a Receipt Name.
- Enter a Receipt Total.
- Enter any additional supplementary information.
- Click OK.
