Configuring Invoices & Payments

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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:

1. Navigate to the Invoices or Payments page.

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

configinvoices.PNG

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. 

invoice_status.PNG

The Payment Type Tab

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

paymenttype.PNG

 

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