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 the proper staff access to place purchases on account up to that limit. 

  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. This prevents your staff from invoicing an account above a specific limit. If you want to know which permissions are needed to invoice an account click on the "View "on account" related permissions blue font in this window.
  3. The Roles and Permission window will open allowing you make the necessary edits to a permission.
  4. Click OK to finish.
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.