Categories

General

How do I add a category?

How do I delete a category?

What is a category?

How do I add the User ID, payment type, or payor to the payment description?

How do I apply a payment to an open invoice?

How do I change my category properties?

How do I change the category code display order in Enter Payments?

How do I create a category not linked to an application?

How do I display a credit balance warning?

How do I enter third party payments?

How do I print a category balance on a receipt?

How do I print a customer's mailing address on a receipt?

How do I show the billing details as a one-line summary?

How do I update license information?

How will I know if it's safe to update payments?

What if I want to allocate payments?

What if I want to update payments right away?

What is an interfaced application?

How many additional copies do I want to print?

Clarity and Classic Applications

Can I post payments to Clarity applications?

Can I post payments to Classic applications?

Court Management

Can I assign a payment code to court payments?

How do I assign a payment code to payment adjustments?

How do I print a defendant's grand total on receipts?

How do I print the offense total on receipts?

How do I set up a cash bail receipt?

What do I do when the case is closed but the case status is "active"?

Property Improvements

How do I update payments for personal property?

How do I update payments for real property?

Property Tax Certification

How do I set up a tax certification category?

Source Validation

What is source validation?

How do I validate checks?

Can I add customer information to the validation text?

Can I validate more than one document at a time?

Do I use Slip or Validation mode?

How do I activate source validation?

How do I change the validation text that prints on receipts?

How do I select a validation printer?

How do I use source validation for payment entry?

Utility Management

How do I print a customer's service address on a receipt?

 

 

 

 

 

 

 

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