How Prepaid Credits Track Income Type

Modified on Wed, 8 Oct at 5:23 PM

Overview

Prepaid credits are now assigned the payment's Income Type to help you track the source of credits more effectively.


How Income Type Assignment Works

To help track the source of prepaid credits, the system now records them on the credit record with the associated Income Type.

Automatic Assignment

Most dealers use a default Income Type (e.g., *CHK/CARD) that will be automatically assigned when you:

  • Post a payment
  • Insert a credit

Manual Selection

If you do not have a default Income Type configured, you will need to select the Income Type when you:

  • Post a payment
  • Create a credit

Viewing Income Type on Reports

The Cash Receipts Report section for Prepaid Credits now includes the Income Type field, allowing you to:

  • Track credits by payment source
  • Analyze prepaid credit patterns
  • Generate more detailed financial reports

This enhancement provides better visibility into where your prepaid credits are coming from.


Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com  

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