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How do I apply payments?

You would apply payments to assign received payments to the appropriate fines, fees, restitution, court costs, or case balances owed by a defendant. This process ensures payments are distributed correctly according to court rules and accounting requirements. Courts use payment application to maintain accurate financial records, track outstanding balances, support collections, and ensure cases reflect current payment activity.

WarningImportant! The applied payment date must occur after the payment period close date.


Webinar: Finding Unapplied Payments




Apply payments

Record payments that you receive from a customer, the payment entry may be recorded as an unapplied payment.

Do this...

1. Open Connect Court Management > Cases > Apply Payments.

2. Use the Selection form to define the selection criteria. The routine will use the selection criteria to find unapplied payments and apply the unapplied amount to the unpaid balance.

3. Click GO (CTRL+G).

The routine searches for unapplied payments and applies the unapplied payments to unpaid amounts.


Options

Apply using this date

The Date is the date the system will use to record the applied payment.

WarningImportant! The applied payment date must occur after the payment period close date.

Selection criteria

Use the Selection Criteria to filter and select cases.

What do you want to do?

  • Include all cases. Change the value assigned to the Case.Case number to All. Note: This option is not recommended. It will require extra time to process payments for all dates. Caselle recommends using a specific date range.

  • Let me choose which cases to include. Double-click the value assigned to the Case.Case number field. Then, use the Values Entry form to enter a number, range, or series. Use a comma (,) to separate each entry. Use a dash (-) to separate a range.

  • Use a different field to filter data. Double-click the column labeled Column. Then, use the Selection form to move the fields that you will use to filter data to the Selected Criteria Fields list.

 

 


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