Receipt Tab Fields

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CA Receipt ID—Enter the receipt number.
Receipt File Name—If known, enter the name of the PDF file name.
Receipt Date From—Enter the date or select it using the calendar icon.
Receipt Date To—Enter the date or select it using the calendar icon.
Amount Due Min/Max—Enter the minimum and/or maximum amount that is due.
Amount Paid Min/Max—Enter the minimum and/or maximum amount that was paid.
Balance Min/Max—Enter the minimum and/or maximum balance remaining on the case.
Number—A numerical identifier used to track and search for the case. Enter the case number.
Tag—This is a free-form label for the activity this case will be associated with. This is not a required item, but can be useful in tracking and organizing large projects that comprise many different cases.
Type—The main classification group for all cases. Click the Lookup icon to the right of the box to open a selection window, and select a case type.
Type Description—The description will load automatically when a case type is selected.
Sub Type—A further configuration of the case type. Click the Lookup icon to the right of the box to open a selection window.
Sub Type Description—The description will load automatically when a sub type is selected.
Status—Select a status from the drop-down list.

Last updated 12/12/2018.