Setting Up Payment Manager

Owned by Uma Srinivasan (Unlicensed)
Last updated: Jun 25, 2019
1 min read

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
  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.

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