Community
 
 
 

CloudPortal Business Manager 1.x

342 followers
 
Avatar
Administrator

Making payments for Invoice customers possible?

Avatar

Making payments for Invoice customers possible?

In CPBM, for corporate(invoice) customers, apart from using notional billing how are payments made/recorded against an invoice?


TARIQ IQBAL MEMBERS
3 comments
0

Please sign in to leave a comment.

 
 

Previous 3 comments

Avatar
Administrator
Avatar

Making payments for Invoice customers possible?

You can use the Record Payment feature. See attached image

Attached Files


Balachander Gopalan CITRIX EMPLOYEES
Comment actions Permalink
Avatar
Administrator
Avatar

In CPBM 1.4.5, I am not seeing the Record Payment option, Instead, I get 'No Availabe Actions' as shown in the attached screenshot.
Are there any configuration parameters that need to be set to enable the Record Payment option?

Attached Files


TARIQ IQBAL MEMBERS
Comment actions Permalink
Avatar
Administrator
Avatar

Sorry, ignore my last post.

For other reader's interest, the record payment feature is available as per Bala's attachment when logged in as an administrator.


TARIQ IQBAL MEMBERS
Comment actions Permalink

Top Contributors