Difference between revisions of "InvoiceManagement/Payment Extensions"
From Emersion
(Created page with "== Payment Extension Module == * With this module enabled, the due date of a payment can be extended after the invoice is approved. === Before you begin === * The following...") |
(→Permissions) |
||
| Line 12: | Line 12: | ||
[[File:Payment role.gif]] | [[File:Payment role.gif]] | ||
| + | |||
| + | |||
| + | * Under Org Units * Roles, against the relevant role you will also need to assign Power based permissions. | ||
| + | * * Can Access Admin Payment Extension: This permits you to list all of the payment extensions that have been made, under the Payment Extension sub menu item with the Finance menu. | ||
| + | * * Can Access Customer Payment Extension: This permits you to see all the payment extensions made for a particular customer, via the payment extension tab against a particular customer. | ||
| + | * * Payment Extension 7 days: User can extend the due date on an invoice by seven days or less from the current due date. | ||
| + | * * Payment Extension 14 days: User can extend the due date on an invoice by 14 days or less from the current due date. | ||
| + | * * Payment Extension 30 days: User can extend the date date on an invoice by 30 days or less from the current due date. | ||
| + | * * Payment Extension Unlimited: User can set due date to any date they wish, provided it is not before the original due date. | ||
| + | |||
| + | [[File:Payment Powers.gif]] | ||
Revision as of 10:49, 3 June 2015
Payment Extension Module
- With this module enabled, the due date of a payment can be extended after the invoice is approved.
Before you begin
- The following items must be enabled to achieve the full functionality available in this module.
Permissions
- Under Admin -> Org Units & Roles you must edit the relevant role, and assign the Module Permission "Payment Extensions".
- Under Org Units * Roles, against the relevant role you will also need to assign Power based permissions.
- * Can Access Admin Payment Extension: This permits you to list all of the payment extensions that have been made, under the Payment Extension sub menu item with the Finance menu.
- * Can Access Customer Payment Extension: This permits you to see all the payment extensions made for a particular customer, via the payment extension tab against a particular customer.
- * Payment Extension 7 days: User can extend the due date on an invoice by seven days or less from the current due date.
- * Payment Extension 14 days: User can extend the due date on an invoice by 14 days or less from the current due date.
- * Payment Extension 30 days: User can extend the date date on an invoice by 30 days or less from the current due date.
- * Payment Extension Unlimited: User can set due date to any date they wish, provided it is not before the original due date.
