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)
Only users with Financial Admin/Financial Authority roles have access to Payment Manager.
⦿ How to Update Payment Manager Settings
- 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.
- Click the Settings button in the top-right corner of the screen. The Payment Manager Settings pop-up window displays.
- Modify the desired settings for Contact Info, Payment Methods, Payment Settings, and Exclusion Settings.
- Click the Save button at the bottom. A confirmation dialog appears.
- Click OK. Your changes are saved, and a confirmation message appears at the top of the page.