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CloudPortal Business Manager 1.x

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Pankaj Paliwal

Making payments for Invoice customers possible?

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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?


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Pankaj Paliwal
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Making payments for Invoice customers possible?

You can use the Record Payment feature. See attached image

Attached Files


Balachander Gopalan CITRIX EMPLOYEES
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Pankaj Paliwal
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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


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Pankaj Paliwal
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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.


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