Product Experience
Every role. One platform.
From front-counter staff handling resident requests to the CAO reviewing council-ready reports — every role has a purpose-built journey. Explore how Civic Receipting works for your team.
Watch the 3-Minute Demo
See Civic Receipting handle a complete resident service request — from intake through resolution and council reporting.
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Explore the Interface
Click through the actual Civic Receipting interface. Navigate between the dashboard, resident profiles, service requests, and reports to see how everything connects.
$89.1K
Today's Revenue
+8.2% vs last month271
Transactions
+12% vs last month24s
Avg Processing
-72% vs last month100%
GL Accuracy
0 vs last monthRecent Activity
Property tax payment — $3,502.50 (split tender)
Tax · 1 min ago
Utility bill + dog licence — $222.50 (debit)
Multi · 3 min ago
Online payment auto-posted — $187.00 (credit)
Utility · 5 min ago
Bank file import — 89 payments matched
Finance · 8 min ago
Cash drawer A — vault cash-out $500 (supervisor approved)
Cash Mgmt · 12 min ago
Role-Based Journeys
One Platform, Every Perspective
Select a role to explore their complete journey through Civic CRM — from day-one onboarding to daily workflows and strategic outcomes.
Cashier
From Account Lookup to Receipt — in Under 30 Seconds
Follow the complete lifecycle of a front-counter payment — from universal account lookup through multi-tender processing to consolidated receipt printing. One screen, any payment type, any tender method, real-time GL posting.
Search
Find the account
Universal search bar finds any municipal account — property tax roll, utility account, permit, recreation registration, parking ticket, court/POA ticket, name, address, or phone — in under 1 second.
The Universal Payment Lookup (spec 1.1) cross-searches all connected subsidiary billing systems simultaneously. Enter a property roll number, utility account, permit number, name, address, or phone — the system returns all accounts associated with the customer showing outstanding balances. Quick-pay buttons surface the most common payment types for one-click selection. Fuzzy matching handles partial entries and common misspellings.
Select
Choose accounts to pay
All outstanding balances displayed — tax, utility, recreation, permits, dog licences, parking tickets. Select one or multiple accounts for payment in a single transaction.
The Balance Aggregator (spec 1.1) displays all outstanding balances across subsidiary billing modules with due dates, penalty/interest accruals, and payment history. The cashier selects which accounts to include in the payment. Multi-Account Payment Application (spec 1.3) handles allocation to the correct subsidiary ledgers automatically. Partial payment amounts can be entered per account.
Tender
Accept payment
Process payment via cash, cheque, debit, credit, or digital wallet. Split across multiple tender types. Cash payments calculate change automatically. Card payments sent to P2PE terminal — no manual amount entry.
Multi-Tender Payment Processing (spec 1.2) accepts all payment methods: cash (automatic change calculation with denomination display), personal/certified cheque, bank draft, debit (Interac), credit (Visa/MC/Amex), EFT, money order, and digital wallet (Apple Pay, Google Pay, Tap). Split-tender support allows combining methods (e.g., $500 cash + remainder on debit). Semi-integrated terminal sends amount automatically — zero manual keying on the terminal.
Post
GL distribution
Payment automatically posted to the correct GL accounts in real-time — property tax revenue, utility revenue, recreation fees, BIA surcharges, education levy, HST. Allocation rules applied per subsidiary module.
Real-Time GL Posting (spec 3.1) distributes the payment to the correct GL accounts immediately. Payment Allocation Rules (spec 3.2) enforce per-module priority: tax payments apply to penalty/interest first then oldest arrears, utility payments to oldest balance, recreation to specific registration. Revenue Distribution (spec 3.3) handles BIA surcharges, education tax levy, DC reserves, and HST collection. Every GL entry is recorded in the immutable audit trail.
Receipt
Print or email
Consolidated receipt generated with all accounts, amounts, tender types, change due, and GL posting references. Print on thermal or standard printer. Email option. Reprint capability.
Receipt Generation (spec 1.4) produces a consolidated receipt with: receipt number (REC-YYYY-NNNNN), date/time, cashier ID, all account numbers, individual payment amounts, tender type(s), change given (if cash), and running balance per account. Print on thermal or standard printer. Email receipt to resident. Receipt stored in resident's portal account. Voided receipt tracking. Receipt reprint available at any time.
Next
Ready for next resident
Transaction complete. Drawer balance updated. Revenue dashboard reflects the payment instantly. Cashier is ready for the next resident — total process under 30 seconds.
Cash drawer balance updates automatically (spec 2.2). The revenue dashboard (spec 7.1) reflects the payment in real-time — treasury sees the collection instantly. Transaction count and cashier performance metrics update. The system is ready for the next resident with a cleared screen and focused search bar. Running shift total visible in the status bar. All transaction data logged to the immutable audit trail (spec 5.5).
Payment Journey
0 / 6
Step 01
Search
Find the account
Universal search bar finds any municipal account — property tax roll, utility account, permit, recreation registration, parking ticket, court/POA ticket, name, address, or phone — in under 1 second.
The Universal Payment Lookup (spec 1.1) cross-searches all connected subsidiary billing systems simultaneously. Enter a property roll number, utility account, permit number, name, address, or phone — the system returns all accounts associated with the customer showing outstanding balances. Quick-pay buttons surface the most common payment types for one-click selection. Fuzzy matching handles partial entries and common misspellings.
Step 02
Select
Choose accounts to pay
All outstanding balances displayed — tax, utility, recreation, permits, dog licences, parking tickets. Select one or multiple accounts for payment in a single transaction.
The Balance Aggregator (spec 1.1) displays all outstanding balances across subsidiary billing modules with due dates, penalty/interest accruals, and payment history. The cashier selects which accounts to include in the payment. Multi-Account Payment Application (spec 1.3) handles allocation to the correct subsidiary ledgers automatically. Partial payment amounts can be entered per account.
Step 03
Tender
Accept payment
Process payment via cash, cheque, debit, credit, or digital wallet. Split across multiple tender types. Cash payments calculate change automatically. Card payments sent to P2PE terminal — no manual amount entry.
Multi-Tender Payment Processing (spec 1.2) accepts all payment methods: cash (automatic change calculation with denomination display), personal/certified cheque, bank draft, debit (Interac), credit (Visa/MC/Amex), EFT, money order, and digital wallet (Apple Pay, Google Pay, Tap). Split-tender support allows combining methods (e.g., $500 cash + remainder on debit). Semi-integrated terminal sends amount automatically — zero manual keying on the terminal.
Step 04
Post
GL distribution
Payment automatically posted to the correct GL accounts in real-time — property tax revenue, utility revenue, recreation fees, BIA surcharges, education levy, HST. Allocation rules applied per subsidiary module.
Real-Time GL Posting (spec 3.1) distributes the payment to the correct GL accounts immediately. Payment Allocation Rules (spec 3.2) enforce per-module priority: tax payments apply to penalty/interest first then oldest arrears, utility payments to oldest balance, recreation to specific registration. Revenue Distribution (spec 3.3) handles BIA surcharges, education tax levy, DC reserves, and HST collection. Every GL entry is recorded in the immutable audit trail.
Step 05
Receipt
Print or email
Consolidated receipt generated with all accounts, amounts, tender types, change due, and GL posting references. Print on thermal or standard printer. Email option. Reprint capability.
Receipt Generation (spec 1.4) produces a consolidated receipt with: receipt number (REC-YYYY-NNNNN), date/time, cashier ID, all account numbers, individual payment amounts, tender type(s), change given (if cash), and running balance per account. Print on thermal or standard printer. Email receipt to resident. Receipt stored in resident's portal account. Voided receipt tracking. Receipt reprint available at any time.
Step 06
Next
Ready for next resident
Transaction complete. Drawer balance updated. Revenue dashboard reflects the payment instantly. Cashier is ready for the next resident — total process under 30 seconds.
Cash drawer balance updates automatically (spec 2.2). The revenue dashboard (spec 7.1) reflects the payment in real-time — treasury sees the collection instantly. Transaction count and cashier performance metrics update. The system is ready for the next resident with a cleared screen and focused search bar. Running shift total visible in the status bar. All transaction data logged to the immutable audit trail (spec 5.5).
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Schedule a personalized walkthrough with our municipal solutions team. We’ll configure a demo environment to match your municipality’s structure.