Difference between revisions of "InvoiceManagement/Payment Extensions"

From Emersion
Jump to: navigation, search
(Permissions)
(Permissions)
Line 15: Line 15:
  
 
* Under Org Units * Roles, against the relevant role you will also need to assign Power based permissions.
 
* 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 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.
+
** 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 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 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 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.
+
** 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]]
 
[[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".

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.

Payment Powers.gif