How do I enter third party payments?
You can use the same customer account number if multiple categories have been set up. Begin by setting up a category for each "third party payment" group. Example: Category 10 - Property Tax, Category 11 - Assessment, etc. When you import balances, you may need to select a specific category if the desired category does not default into the Category field.
Adding a category for third party payments
1. Open Connect Cash Receipting > Organization > Categories.
2. Click New (CTRL+N).
3. Enter the category code, description, and priority.
4. Use the Interface menu to select Third Party.
5. Finish setting up the rest of the options on the Category tab.
6. Click to select the Distributions tab.
7. Click to select the button titled Add a New Distribution.
The Distribution form clears.
8. Set up a distribution for the third party payment.
9. Click Save (CTRL+S).
The category for third party payments is saved.
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