Help Center

You can associate a bank account when applying a payment. By default, the system will use the Bank Account associated with the Organization or Publisher tied to the company or payment processor. But you can choose to override the bank account for report purposes.

Set the number of days your payment link is live for your customers to pay their invoices without having to log into client center. Any payment made through the payment link will be made by an anonymous user. Once the link expires, the customer will get an error message that the link expired and they must login.

You can resend the email to reactivate the link

Automatically pay open invoices if a valid payment method(s) exists and the invoice is due. The system will process the payment the day of the due date if there is an open balance. The payment method must be associated with the invoice.  If there is no valid payment method associated with the order when you create the invoice, you will need to add the credit card to the order.

Automatically set the company collection status during automated collections notification. A company goes into collections when they are past the AR threshold. The system will notify the sales rep. You can choose to warn the sales rep without actually putting the company into collections by setting this to ‘No’. All the notifications will go out, but the system will treat the company as if it hasn’t been put into collections.

Require a user to add an address when creating a new credit card record. You should set this to Yes if you plan to use the system for credit card processing, otherwise the card may fail to process.

A discount will apply to the line items and reduce the sales value of the item directly. You can see all the pre-paid discounts under the discount report.

A credit memo will not change the value of the add but will apply a credit memo for the value of the discount. You will see the credit memo's in your credit memo reports and as an adjustment in your sales reports.

Allow partial Invoice payments from order Pre-Payments. Otherwise, the entire invoice must be paid from a pre-payment.

Require a Credit Card or ACH Pay Method on an order before allowing a user to add an Order Discount.

For your customers to receive a pre-pay discount on their order, you must select the criteria they have to satisfy. The customer either needs to pay before the due date of the invoice, 7 days before the press-in home date of the first issue on the order, or by the first material due date on the order. If the customer doesn’t pay the order before the set criteria, the discount will no longer be eligible on the invoice.

The Language will display on orders with pre-payment discounts.

If you receive a payment for more than the amount due on an invoice, you can either have the extra amount pay off open invoices or go to the company's cash account. If there are no open invoices, the system will put any extra payment to the cash account.

Set to yes if you want any barter payments over the amount due to go to the cash account balance.

Enable nightly processing of payments for subscription invoices. When enabled, the system will charge any credit card on a subscription that is marked as shipped. If not enabled, all credit card must be processed manually.

This configuration must be set to ‘yes’ in order for the Early Payment Discount to be applied. None of the other Early Payment Discount configurations will be relevant if this configuration is set to ‘no’. When set to yes, all invoices in your system that meet the criteria set in the other configurations will have show a discount until no longer eligible. The system will automatically generate a credit memo and apply the credit memo to close out the invoice.

The value entered in this field is the percentage that each invoice gets discounted if the customer pays early. For example, if you enter 10 and the invoice is for $1,000, the customer will only have to pay $900; the rest of the invoice will be paid via credit memo.

The value entered in this field sets the number of days before the invoice’s due date that the invoice must be paid by in order to receive the discount. For example, if an invoice’s due date is 10/31, and this configuration is set to 15 days, the invoice would need to be paid by 10/16 to receive the discount. After 10/16, the full amount of the invoice would need to be paid.

The value entered for this configuration sets a minimum amount for an invoice to qualify for the discount. For example, if this configuration is set to $1000, then an invoice that totals $999 will not receive the discount, even if it meets the other criteria; this setting can be helpful if you only want discounts applied to large invoice amounts.