Contact Information and Exclusion settings are optional; you may add contact info to specify contacts for different needs and set exclusion settings when you want to specifically include or exclude certain invoices from being scheduled through Payment Manager.
Contact Info
In the Contact Info tab, add the Name, Email, and Phone of your preferred contacts to reach out to when required:
- Primary contact: Contact person for any issues with payment processing.
- Escalation contact: Escalation point of contact for issues with payment processing.
- Technical Person contact: Contact person for technical issues.
Exclusion Settings
With Exclusion Settings, you can specify the criteria to either:
- Exclude invoices matching the selections from processing through Payment Manager (for these invoices, payments can be made using other payment methods as desired), OR
- Include invoices matching the selections to be scheduled for payment through Payment Manager
| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Note: For each field, ex: Provider, you may only set either Exclude or Include values.
|
| bgColor | #F9F9F9 |
|---|---|
| titleColor | #0e3367 |
| titleBGColor | #EAEAEA |
| borderStyle | none |
| title | ⦿ How to <replace this text> |
Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.
and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.
| Live Search | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
|
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
|