Entering payments in Connect Animal License records money received and applies it to the appropriate licenses, fees, or accounts.

What it’s for

It captures the financial side of a transaction—linking what was paid to what is owed—so balances stay accurate and up to date.

Why you would enter payments

You’d record a payment any time funds are received:

• Complete a transaction
  Finalize a license purchase, renewal, or service by applying the payment.
  
  
• Reduce or clear a balance
  Offset outstanding charges on an account.
  
  
• Record real-world payments
  Capture cash, check, or card payments made in person, online, or through other channels.
  
  
• Maintain accurate financial records
  Ensure all received funds are tracked for reporting, reconciliation, and auditing.
  
  

In practice

Entering payments is the step that turns a charge into a completed transaction. It ensures the system reflects what’s been paid, what’s still owed, and provides a clear, reliable financial history.

1. Open Connect Animal License > Licenses > Enter Payments.

2. Enter the Date.

The system will use this date to record the transaction.

Do you want to use the current date as the transaction date?

• Yes, I want to use the current date. Continue to the next step.

• No, I want to use a different date. Click on the Date field, then type in a MM/DD/YYYY.

3. The system will assign the next reference number.

4. Enter the Owner.

An owner legally owns the property.

What is the owner's name?

• I know the owner's name. Click on the Owner field, and then type it in.

• I do not know the owner's name. Click the Search button, located at the end of the Owner field. Use the list to select the owner's name.

5. Enter the Check.

A check number is a unique number that is assigned to each check.

Is the owner paying with a check?

• Yes, the owner is paying with a check. Click on the Check Number field, then type in the check number.

• No, the owner is not paying with a check. Continue to the next step.

6. Enter the Source ID.

The Source ID is an information only field. You can use it to store additional information such as a document number, approval code, payee name, and so on.

Do you want to include a Source ID?

• Yes, I want to add a source ID. Click on the Source ID field, and then start typing.

• No, I do not want to add a source ID. Continue to the next step. Continue to the next step.

7. Enter the Description.

The system uses this description as the transaction description.

What is the payment description?

• I want to use the default description. The default description is displaying in the Description field. Continue to the next step.

• I want to use a different description. Click on the Description field, and then type in a transaction description. Example: Payment.

8. Enter the Amount.

Use Amount to enter the payment amount.

What is the payment amount?

• The owner is paying the displayed amount. The displayed amount is the owner's account balance. Continue to the next step.

• The owner is paying a different amount. Click on the Amount field, and then type in the payment amount.

9. Enter the Comment.

The comment field lets you record a note about the transaction.

Do you want to add a comment?

• Yes, I want to add a comment. Click the Comments button. It's located next to the Amount field.

• No, I do not want to add a comment. Continue to the next step.

10. Press Enter again or click Save (CTRL+S).

The payment is saved.