Set up a workspace to identify online payments created by a third-party payment provider using the workspace number and receipt group. Using the workspace can help you quickly identify which receipts came from the online payment provider when you print reports or use inquiry to look up receipts.  

Cash Receipting supports third-party online payment for the following providers:

• ApplicantPro

• BillFlash

• Billing Document Specialists (BDS)

• Caselle Client SDK

• Certified Payments

• Cities Digital Inc (CDI)

• Cityworks

• Civic Systems

• Convenient Payments (Intellipay)

• First Billing

• Hyland Software

• Invoice Cloud

• MUNIRevs

• Nobel Systems, Inc.

• Novotx

• Paya

• Point & Pay

• SportSites

• Stuart C Irby Co (Assist)

• The Payment Group

• Xpress Bill Pay

• ZenApply

This option is available in the 2023.08 release. It includes the options to set up more than one workspace for online payments and assign the user ID and third-party payment provider. 

Watch a video

• Learn how to use the new online payment options to set up a workspace for a specific online payment provider. [MP4]

Setting up a workspace for online payments

1. Open Connect Cash Receipting > Organization > Workspaces. 

2. Click New (CTRL+N). 

3. Set up the workspace options as usual. [More]

4. Click to select the Use for Online Payments checkbox. 

You can have more than one workspace set up for online payments. 

Workspaces, Use for Online Payments checkbox

5. Use the User menu to select a user ID to assign to online payments. 

If you import online payments and you assign the online payments to this workspace, the online payments will assign the user ID to the online payments. 

Workspaces, User box

6. Use the Third Party box to select assign a third-party payment provider to online payments. 

You can set up a workspace for third-party payment provider. You only need to select the third-party payment provider when you have more than one workspace set up for online payments.When you import payments for the third-party payment provider, the payments will use the third-party payment provider as the source. 

Workspaces, Third party box

What if my third-party provider isn't listed? Contact customer support at (800) 221-9851 for assistance. They can help you find a third-party payment provider format that will work for your organization. 

7. Click Save (CTRL+S). 

Setting up more than one workspace for online payments

In the 2023.08 release or later, you can set up more than one workspace for online payments. 

For example, if you have more than online payment provider. you can set up a separate workspace to identify payments from each online payment provider. That way you can link each online payment provider to a receipt group so you can quickly identify the source of the receipt. 

If you have set up more than one workspace for online payments, you will receive this warning:  

Warning dialog box

Clicking OK will close the warning. Closing the warning will not affect how Cash Receipting processes payments. [More]

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