How do I make updating license information the default setting?
Setting “Update License Information” as the default streamlines how changes are handled during billing adjustments—so the license details stay aligned without extra steps.
What it does
When enabled by default, any billing adjustment you enter will automatically include the option to update the related license information at the same time.
Why you would make it the default
You’d use this setting when license changes commonly go hand-in-hand with billing changes:
- Reduce repetitive steps
Avoid manually selecting the option each time you enter an adjustment.
- Keep data in sync
Ensure license details (type, status, term) are consistently updated alongside billing.
- Improve accuracy
Minimize the risk of forgetting to update the license when it’s required.
- Support common workflows
Especially useful in scenarios like license upgrades, corrections, or reclassifications where billing and
license details change together.
In practice
This setting is about efficiency and consistency. If your team frequently adjusts both billing and license information in the same action, making it the default helps ensure nothing is missed—and the record stays complete.
Do this...
1. Open Connect Animal License > Licenses > Enter Payments.
2. Click Options (F12).
The Enter Payments Options form displays.
3. Do you want to update the license information?
-
Yes, I want to update the license information. Select the Update License Information checkbox. After the owner name is selected, the system will open Update License Information with the form set up with the owner's information.
-
No, I do not want to update the license information.
The options are updated.
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