How do I change my default app for entering payments? (Inquiry)
When a balance is due on an account, the outstanding balance will display in the header section as a link that you can click on to enter a payment. If you're using Connect Cash Receipting, you can choose which Connect application you will use to enter payments.
For example, Jack changes the default options in Inquiry to enter payments in Cash Receipting. When Jack looks up a customer in Inquiry, he clicks on the balance due to enter a payment. Connect launches the Enter Payments entry screen in Cash Receipting. Jack signs into a workspace in Cash Receipting and enters a payment. The payment will be updated to the customer's account in Cemetery Management when you update payments in the Cash Receipting application.
Do this...
2. Click Options (F12).
3. Use the Enter Payments In box to select the default app that you want to use to enter payments.
4. Click OK.
The default app for entering payments is saved.
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