General:
The “Payment due on” field in the Resource report page (Finance > Billing > Resource reports) can be autopopulated based on the creation date of the report.
Users with the 'Can edit the “Payment due on” field in Resource reports' role can manually edit this field.
Setting up:
This feature can be set up at the system and resource level.
System level:
From Administrator > Tables > Contact tables > Payment manner we can manage payment manners.
Description: the name that will be shown in the dropdown menu of the Resource info page.
From current end of month: if on, the payment due on date will be calculated starting from the end of the current month. If not, it will be calculated based on the exact date of creation of the Resource report.
Days to add: Number of days to add to the calculation
In the example, “Current plus 10” will set the Payment due on date as the 10th of the month after the Resource report was created.
A default can be applied to all resources from Administrator > Web administrator > Configuration > Defaults:
Resource level:
To apply to a specific resource, from the Resource info, edit the Payment manner field.
This will override the system default.