How do I prompt a user to select a payment type?
You can set up a distribution to prompt the user to select a payment type. Cash Receipting will not save the distribution until the user assigns a payment type.
Prompting a user to assign a payment type to a distribution
1. Open Connect Cash Receipting > Organization > Categories.
2. Use the Look Up bar to enter the category code. Press Enter.
3. Click to select the Distribution tab.
4. Click to select a distribution code from the Distributions list.
5. Use the Default Payment Type menu to select None.
6. Click Save (CTRL+S).
The distribution displays the default payment type in the Payment Type field during payment entry.
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