The Receipt Review screen displays, as shown below. Bill-to ID, Payor ID, Credit Card Start Digits, and Credit Card End Digits are pre-populated, and the search results automatically display.
To view receipts linked to an existing credit card:
1. From the Financial Data task category in CRM360, click Credit Card Information.
The Saved Credit Cards screen displays.
2. Select the appropriate credit card and click View Receipts.
The Receipt Review screen displays, as shown below. Bill-to ID, Payor ID, Credit Card Start Digits, and Credit Card End Digits are pre-populated, and the search results automatically display.
3. Double-click the appropriate receipt to open the Receipt Review screen.