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
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.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
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 ...
How do I use check endorsement during payment entry?
A check endorsement occurs when you sign your name to the back of a check to guarantee the item and acknowledge that you have accepted it. You can endorse checks "for deposit only" or "for deposit only and the account number" to prevent someone else ...
How do I use check endorsement during payment entry?
A check endorsement occurs when you sign your name to the back of a check to guarantee the item and acknowledge that you have accepted it. You can endorse checks "for deposit only" or "for deposit only and the account number" to prevent someone else ...
How do I update a payment entry?
Use Enter Payments to update the details on a saved payment entry. Changing payment details 1. Open Connect Cash Receipting > Payments > Enter Payments. 2. Log in. You'll want to change the Payment Date to match the date when the payment was ...
How do I void a payment entry?
Void a payment entry to invalidate a payment that has already been recorded, usually because there was an error or issue discovered after the payment was posted. Here are the key reasons why you would void a payment: Incorrect amount was entered. The ...