How do I add a category to collect cemetery payments?
Cemetery category in Cash Receipting
Adding a category for cemetery payments
1. Open Connect Cash Receipting > Organization > Category.
2. Click New (CTRL+N).
3. Assign a category code, description, and priority.
Tip! Use the same naming convention to assign the category code and priority that you used to set up the other categories.
Category code, description, and priority
4. Use the Interface menu to select Cemetery Management.
Interface field
5. Set up the category's default properties.
Print mailing address on the receipt
Print service address on the receipt (Only available for Utility Management categories.)Apply accounts receivable payments (Only available for Accounts Receivable categories.)
Summarize billing details (Only available for categories that summarize invoices or tax returns.)
Update license information (Only available for categories that link to a license.)
Property tax type (Only available for Property Tax categories.)
6. Assign the database information.
Optional. Linking Cash Receipting to the Cemetery Management app's database will allow users to search Cemetery Management for owners and billings.
Database Information
For additional assistance, contact your IT or application administrator, or submit a support ticket.
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 in Enter Payments, and you will also be able to accept payments for Cemetery Management and update information (not transactions) to the Cemetery Management database.
Interface field
Adding a category for cemetery payments
1. Open Connect Cash Receipting > Organization > Category.
2. Click New (CTRL+N).
3. Fill in the fields on the Category form.
4. Use the Interface menu to select Cemetery Management.
5. Click Save (CTRL+S).
The category will accept cemetery payments.
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