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How do I add a distribution for cemetery payments?

After a category for Cemetery Management is set up, go to the Distributions tab in the category (Organization > Categories) to add distribution types. For example, you could add distributions for Cemetery Lot Sales, Grave Open/Close Fees, and so on.

Distributions for the Cemetery category in Cash Receipting

This is where the distributions will be displayed in the Enter Payments entry screen.

Enter Payments entry screen showing the distributions for Cemetery Management

Adding a distribution for cemetery payments

1. Open Connect Cash Receipting > Organization > Category.

2. Use the Look Up field to enter the Cemetery category code. Press Enter.

To learn how to add a category for Cemetery Management, see the help topic titled How do I a category to collect cemetery payments?

3. Click to select the Distributions tab.

Distributions tab

4. Click Add a New Distribution.

Add a New Distribution button

The a blank distribution form displays on the screen.

Distribution properties

5. Set up the distribution properties.

Distribution code

Remember to use the category code assigned to the Cemetery category as the first digit in the distribution code.

Priority

Description

Stop at description field

Allow online payments

Default payment type

GL account

Summarize on GL update

GL activity and prompt for GL activity

Job number and prompt for job number

Default amount

Assess convenience fee and subject to flat fee

Deposit service (Only available on distributions for Utility Management.)

Allow new receipts

6. Click Save (CTRL+S).

The distribution is set up and saved.

 

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