What if I want to update payments right away?
You do not have to wait until you run Update Payments to post a payment to an application. This option allows you to post a payment after you enter and save the transaction in Enter Payments. It also posts payments immediately that have been imported into Cash Receipting. This option is available on all Connect applications and Permit-N-Force.
When you select this option and a payment is entered, the system will display a Receipt Finished dialog to confirm the receipt is finished and the receipt will be saved and updated. The same dialog will be displayed when you void a receipt.
Webinar: Updating payments to applications
Learn what happens when you update payments, how to set up a category to update payments in real time, and how to update payments to other applications.
Updating payments right away
1. Open Connect Cash Receipting > Organization > Categories.
2. Use the Look Up bar to enter a category code. Press Enter.
3. Click to select the checkbox titled Update Payments Immediately.
Connect will post payments to the interfaced application as soon as the receipt is saved.
Waiting until I run Update Payments to post payments to interfaced applications
1. Open Connect Cash Receipting > Organization > Categories.
2. Use the Look Up bar to enter a category code. Press Enter.
3. Click to deselect the checkbox titled Update Payments Immediately.
Connect will not post payments to the interfaced application as soon as the receipt is saved. You will need to run Update Payments to post payments to the interfaced application.
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