How do I set up a payment type to require a check number?
Change the default options on a payment type to stop the cursor at the Check Number field to prompt the cash receipting clerk to enter the check number. Stopping the cursor at the Check Number field will remind the cash receipting clerk to add the check number to the transaction entry.
Example: Chris is the cash receipting clerk at City ABC. A customer uses a check to pay the amount due. Chris selects check as the payment type. When she presses the Enter key to move to the next field, the cursor will stop at the Check Number box. Chris enters the check number on the check and continues to save the transaction as usual.
Enter payments view, Check number box
Stopping at the Check Number field
1. Open Connect Cash Recipeting > Organization > Payment Types.
2. Click to select Stop At Check Number Field.
Payment types, Stop at check number field
3. Click Save (CTRL+S).
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I set up a payment type to require a check number?
Change the default options on a payment type to stop the cursor at the Check Number field to prompt the cash receipting clerk to enter the check number. Stopping the cursor at the Check Number field will remind the cash receipting clerk to add the ...How do I set up my Checkout options? (2023.11)
Running Checkout is part of the period end checklist. It helps you find and fix errors in the database. There may be a situation where you need to search for a specific type of error. Read this help topic to learn what each option will search for. ...How do I set up a payment type for cash?
Use Cash Receipting to accept cash as a valid payment type. Adding a payment type to process cash 1. Open Connect Cash Receipting > Organization > Payment Types. 2. Click New (CTRL+N). 3. In the field titled Payment Code, enter the payment code for ...How do I set up a payment type for cash?
Use Cash Receipting to accept cash as a valid payment type. Adding a payment type to process cash 1. Open Connect Cash Receipting > Organization > Payment Types. 2. Click New (CTRL+N). 3. In the field titled Payment Code, enter the payment code for ...How do I set up a payment type for checks?
Use Cash Receipting to accept checks as a valid payment type. Do this... 1. Open Connect Cash Receipting > Organization > Payment Types. 2. Click New (CTRL+N). 3. In the field titled Payment Code, enter the payment code for checks. 4. In the field ...