Payment Options

Staff Users can add/edit payment options and payment lines for a particular Site, Role, and Credit Status. This requires elevated permissions to the Financials tool.

Instructions

Step-by-step guide to configuring Payment Options

(Navigation: Tools / Financials)

1. From the main menu, click Tools

2. Click the Financials menu

   Open

   

    

3. Select the Payment Options tab

   Open

   

4. From the Payment Options card, select Site

5. Select Role

6. Select Credit Status

7. Drag and drop a payment option from Available Payment Options

8. Click Save All

9. From the Available Payment Options card, click Add New or Edit

10. Add/Edit Name

11. Enabled by default

12. Add/Edit Description

13. Select Commission

14. Select Levy

15. Select Balance

16. Click Save

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