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How do I receive payments in Cash Receipting?

Use these instructions if you are using the Cash Receipting app to receive payments for Business Tax Collection.


Webinar: Business Tax Return FAQs



  • Learn how to use Cash Receipting to enter payments for Business Tax Collection: Business Tax Return FAQs Webinar (At time marker 40m30s)

Before you get started

  • In the Cash Receipting app, set up a category and distribution for Business Tax Collection. See the help topic titled How do I set up Cash Receipting to receive Business Tax Collection payments?

Entering Business Tax Collection payments in Cash Receipting

Use the Cash Receipting app to enter payments for Business Tax Collection. The process to enter a payment is exactly the same as you would use to enter a payment for another Caselle application. Just substitute a Business Tax Collection category and distribution to record the payment type.

Do this...

1. Open Connect Cash Receipting > Payments > Enter Payments.

2. Select Business Tax Collection as the Category.

3. Enter a Customer.

4. Select a Distribution.

5. Click Save (CTRL+S).

The Business Tax Collection payment has been recorded. If the Business Tax Collection category is set up update payments right away, you don't need to do anything to post the payment in the Business Tax Collection app. If that option is not selected, you can run Update Payments in Cash Receipting.


Including unupdated amounts

When you see the Includes Unupdated Amounts link on the Enter Payments form in Cash Receipting, it means that a payment has been recorded in Cash Receipting for the current customer and that payment has not been updated to the Business Tax Collection application.

 


Click on the Includes Unupdated Amounts link to see the payments that have already been entered.


 

Updating payments from Cash Receipting to Business Tax Collection

Post payments received in the Cash Receipting app for the Business Tax Collection category to the Business Tax Collection app.

WarningImportant! Do not select the Update Payments That Have Already Been Updated checkbox. Selecting this checkbox may create duplicate transactions.

Do this...

1. Open Connect Cash Receipting > Payments > Update Payments.

2. Select the Receipt Dates.

3. Remove the checkmark from the Include All Categories checkbox and then click the Select button to select the Business Tax Collection app. Click OK to continue.


 

4. Click GO (CTRL+G).

The Update Payments Report shows the Business Tax Collection payments that have been posted to the Business Tax Collection app.

 

 

 

 

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