{
  "schema": "mcsj-recipe-v1",
  "id": "payment-code-setup-quick-review-before-processing",
  "title": "Payment Code Setup: Quick Review Before Processing",
  "module": "Billing/Collections",
  "source": "C:/Solutions/michel/knowledge/foster/mcsj_assets/tip_sheets/example_payment_code.json",
  "confidence": "source-compiled",
  "timing_target_seconds": 30,
  "requires_live_mapping": true,
  "short_answer": "Confirm the payment code points to the right cash, revenue, and posting behavior before the code is used in live processing. Site-specific accounting setup can vary, so verify against your municipality's configured codes.",
  "steps": [
    {
      "phase": "navigate",
      "action": "Open the payment code setup area",
      "path": "Billing and Collections \u00bb Payments \u00bb Payment Code Maintenance",
      "note": "Use the customer's actual menu path if it differs by configuration/security."
    },
    {
      "phase": "operate",
      "action": "Review posting setup",
      "checks": [
        "Confirm the correct cash/accounting targets.",
        "Confirm whether the code is meant for normal payments, adjustments, or special handling.",
        "Check active/inactive status before staff use it."
      ]
    },
    {
      "phase": "operate",
      "action": "Test before broad use",
      "checks": [
        "Run a small controlled example first when possible.",
        "Review proof/report output before updating a batch.",
        "Keep screenshots or reports for setup confirmation."
      ]
    }
  ],
  "watch_outs": [
    "Do not reuse an old code without confirming its current accounting behavior.",
    "Do not assume another municipality's setup matches this site.",
    "If the proof/report does not match expectations, stop and review setup before updating."
  ],
  "completion_contract": [
    "Use live chestervillagenydb only",
    "Verify record/batch ID before write",
    "Capture visible after-proof",
    "For batches, Save alone is incomplete; verify and Update/Post when applicable"
  ]
}