Allowing staff to invoice accounts

If your facility allows members to pay for items on their account to be invoiced later, you will need to define a spending limit. By defining a spending limit, the system will then let anyone with staff access to place purchases on account up to that limit. If you keep the spending limit as unlimited, then only users with manager-level access will be able to place items on account.

  1. In the Data Entry main window click Manage and select Spending Limits to open the Member Spending Limits window.
  2. Enter a number in the Default Spending Limits for Members field. If you enter $0 only managers will be able to sell items on account.
  3. Click OK to finish.
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