How do I add a category?
Here is a list of categories that are commonly set up in Cash Receipting: Cemetery, Court, Improvements, Licenses, Permits, Miscellaneous, Recreation, Tax Revenue, and Utility Payments.
Webinar: Setting up category options
This webinar will show you examples of how to set up different categories, how to set up distributions, and how categories and distributions work together when you enter payments.
Adding a category
1. Open Connect Cash Receipting > Organization > Category.
2. Click New (CTRL+N).
3. Set up the following options.
Click on the link to view additional instructions about filling in each field.
Display credit warning balance when entering payments
Display application in use warning when updating payments
Print mailing address on the receipt
Print service address on the receipt
Apply accounts receivable payments
Append to payment description: User ID, Payment Type, Payor
Database information: Clarity, Classic
4. Click Save (CTRL+S).
The category is saved.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I add a distribution to a category?
Add subcategories, called distributions, to a category. Distributions make it easier to track and itemize payments. Webinar: Setting up a distribution code Adding a distribution to a category 1. Open Connect Cash Receipting > Organization > Category. ...How do I add a category to collect cemetery payments?
If a category interfaces with the Caselle Cemetery Management program, you will be able to display balances from the Cemetery application in Enter Payments. These balances include the purchase balance, perpetual care amount, or perpetual care balance ...How do I add a category to collect cemetery payments?
If a category interfaces with the Caselle Cemetery Management program, you will be able to display balances from the Cemetery application in Enter Payments. These balances include the purchase balance, perpetual care amount, or perpetual care balance ...How do I add a category to collect cemetery payments?
If a category interfaces with the Caselle Cemetery Management program, you will be able to display balances from the Cemetery application in Enter Payments. These balances include the purchase balance, perpetual care amount, or perpetual care balance ...How do I assign a service category?
Use a service category to group together services that perform a similar function. You can define the service category name, abbreviated names that Connect will use when space is too tight to show the entire name, and the display order in the Service ...