How_do_I_display_a_credit_balance_warning_

How do I display a credit balance warning?


A credit balance occurs when a customer has an account with an overpayment or credit. You can set up the options on the category code to display a warning message when a user enters a payment from a customer that has a credit balance on their account. This message will not prevent the user from entering the payment


Displaying a credit balance warning

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to select the checkbox titled Display Credit Balance Warning When Entering Payments.

The category will display a warning message when there's a credit on an account.

 

Removing a credit balance warning

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to deselect the checkbox titled Display Credit Balance Warning When Entering Payments.

The category will not display a warning message when there's a credit on an account.

 

 

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