How do I enter payments?
Enter payments to record funds received from property owners and apply those funds to outstanding assessment balances. Recording payments ensures that account balances remain accurate and up to date. Payments reduce amounts owed, update account history, and provide a complete record of financial activity for each assessment account.
What Happens When You Enter a Payment?
When a payment is entered:
The payment is recorded in the account's transaction history.
Outstanding balances are reduced based on the payment amount.
Payments are applied to eligible assessments, billings, fees, or interest.
Account records are updated to reflect the transaction.
Financial reports reflect the received payment.
When Should You Enter Payments?
Enter payments when:
A property owner submits payment for an assessment.
Funds are received by cash, check, electronic payment, or another accepted payment method.
An outstanding balance needs to be reduced or paid in full.
Payment activity must be recorded for reporting and audit purposes.
Before You Enter a Payment
Review the following information before proceeding:
The account receiving the payment
The payment amount
The payment date
The payment method
Any reference or receipt information
Verifying this information helps ensure that payments are applied correctly and that account balances remain accurate.
Note: Entering a payment updates account balances and payment history. Verify payment details carefully before completing the transaction.
1. Open Connect Property Improvements > Accounts > Enter Payments.
2. Enter the Account.
You can Search (F9) this field.
The account payment history displays in the transaction grid on the left side of the screen.
3. Enter the payment information.
Check number: Enter a check number if the payment type is a check. (Optional)
Source ID: Enter a source if the payment has one. (Optional)
Description: Enter a transaction description. Example: Check, Cash, Money Order
4. Enter the Amount.
To add a comment to the transaction, click Comments.
5. Click Save (CTRL+S).
The payment is saved and the payment transaction displays in the transaction grid on the Enter Payments view.
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