How_do_I_print_a_category_balance_on_a_receipt_

How do I print a category balance on a receipt?

Set up a category code to always print the category balance on a receipt. The balance is the amount that remains on an account after a customer makes a payment.

 

Printing a category balance on a receipt

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 Print Balances on the Receipt.

Connect will print the remaining balance for the account on receipts.

 

Removing a category balance from a receipt

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 Print Balances on the Receipt.

Connect will not print the remaining balance for the account on receipts.

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I print a receipt register?

      A Receipt Register prints receipts, receipt distributions, and displays in function such as: category, distribution, description, and customer hash total. It will print the total money received by category, distribution, and user. See the help topic ...

    • 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 add a category?

      Here is a list of categories that are commonly set up in Cash Receipting: Cemetery, Court, Improvements, Licenses, Permits, Miscellaneous, Recreation, Tax Revenue, and Utility Payments. Webinar: Setting up category options This webinar will show you ...

    • How do I print comments on a receipt? (Categories)

      When you enter a receipt and you add a note to it, you can set up the receipt options to print the note that you added to the receipt to the notes that will be saved with the transaction. The notes that are saved with the transaction will be updated ...

    • How do I add a category to collect cemetery payments?

      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 ...