Configuring Invoices & Payments

OASIS allows users to configure Invoices and Payments to create data that is useful for reporting and classifying. Users can create invoice statues and payments types.

Requirements:

• User must have Admin access to Invoices.
• User must have Admin access to Payments.

1. Navigate to the Invoices or Payments page.

2. Click File, then select Configuration from the drop-down list.

3. The Configure payment data window will appear. The configuration window contains two tabs: Invoice Status and Payment Type.

The Invoice Status Tab

Use this tab to create invoice statuses. Click to add lines and to remove lines. 

The Payment Type Tab

Use this tab to create payment types. Click to add lines and to remove lines.