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How do I use source validation for payment entry?

The source validation refers to four lines on the receipt that you can use to include items such as the organization's address and telephone number. Since a receipt provides a record of payment, adding the source validation to the receipt will help you look up the receipt or customer account when and if you find that changes are needed.

 

Before you get started

  • Purchase and install the Source Validation module.


Using source validation for payment entry

1. Open Connect Cash Receipting > Payments > Enter Payments.

The Enter Payment Options form displays.

2. Click to select Options.

3. Click to select the checkbox titled Activate Source Validation.

4. Click OK.

The source validation tools are available on the Enter Payments form.

 

 

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