Versions Compared

Old Version 2

changes.mady.by.user Uma Srinivasan (Unlicensed)

Saved on

compared with

New Version 3

changes.mady.by.user Uma Srinivasan (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can set up Payment Manager to process invoice payments in your preferred frequency and using preferred payment methods. The settings are grouped in four tabs:


  • Contact Info (optional)
  • Payment Methods
  • Payment Settings
  • Exclusion Settings (optional)


Note

Only users with Financial Admin/Financial Authority roles have access to Payment Manager.

<<Screenshot>>

Image Added

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Update Payment Manager Settings
  1. When logged in to Service Automation, click the menu icon in the top-left of the page, and click Payment Manager. The Payment Manager page appears, with the Scheduled to Pay tab listing the scheduled batches.
  2. Click the Settings button in the top-right corner of the screen. The Payment Manager Settings pop-up window displays.
  3. Modify the desired settings for Contact Info, Payment Methods, Payment Settings, and Exclusion Settings.
  4. Click the Save button at the bottom. A confirmation dialog appears.
  5. Click OK. Your changes are saved, and a confirmation message appears at the top of the page.


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel = "paymentmanager" and space = currentSpace ( )