Process Online Payments
Use Process Online Payments has two options. You can use this routine to export information from certain categories or applications to a payment provider so the payment provider can post the amount owed by a customer to a payment portal. After the customer uses a payment portal to pay a bill, the payment provider can send you a payment file that includes the customer information and payment amount. Then, you can use this routine to import payments from a payment provider to post to the customer's account in Connect.
Export Online Payments
How do I create an export file for accounts with a new account balance?
How do I export account balances for an unsupported online payment provider?
How do I export account balances to my online payment provider?
How do I include accounts only if the account balance has changed?
How do I export account statements?
Import Online Payments
How do I import online payments?
How do I import online payments from an unsupported online payment provider?
Warning: Duplicate Confirmation Number
Set up Online Payments
How do I change my primary contact for online payments?
How do I change the payment date?
How do I save my online payment options for later?
How do I select the export/import name?
Which online payment providers are supported by Caselle?
Troubleshooting
Why isn't my category showing up in the import/export category list?
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