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.
- In the Data Entry main window click Manage and select Spending Limits to open the Member Spending Limits window.
- 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.
- The Roles and Permission window will open allowing you make the necessary edits to a permission.
- Click OK to finish.