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.

 

 

    • Related Articles

    • How do I display a "days past month end" warning?

      Show a warning message. The Display Date Warning will show a warning message in routines that create or modify transactions. If cycles are in use, you should turn on the date warning so you know when there are multiple cycles in a period, or the ...

    • Show leave balance summary with future calculation

      Issue I want to view a leave balance summary on the Employee Requests page so I can see the current and future leave balance. Explanation In Connect Online Payroll, you can view your leave balance for the current period and your leave balance for a ...

    • How do I modify credit history?

      A credit balance occurs when an account is overpaid. Use Modify Credit History (Single) to change the credit balance on an individual account. Warning! Contact Customer Service at (800) 243-8275 before you attempt to use Modify Data. The tools in ...

    • How do I change my category properties?

      Edit or update a category that has been added to the system. Changing my category properties 1. Open Connect Cash Receipting > Organization > Category. 2. Use the Lookup bar to enter a category code. Press Enter. 3. Now, you can update the category. ...

    • How do I display the open balance on a PO? (2025.02)

      Issue I want to view the open balance on a PO on the printed purchase order. Explanation In accounts payable, the open balance on a purchase order (PO) refers to the amount of money still unpaid or outstanding on that specific purchase order. It's ...