Resource payment manner

Owned by Renato Barcelos
Last updated: Dec 18, 2023

General:

It is possible to set a payment manner for a resource, which will, in turn, be used to autopopulate the “Payment due on” field in the Resource report page (Finance > Billing > Resource reports).

Setting up:

This feature is set up at the resource level. The options available can be found, and edited, from Administrator > Tables > Contact tables > Payment manner.

 

  1. Description: the name that will be shown in the dropdown menu of the Resource info page.

  2. 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.

  3. 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 one in which the Resource report was created.

 

Resource level:

To apply to a specific resource, from the Resource info page, edit the Payment manner field. This list is populated with the options from the Payment manner table.

 

Once a resource has a payment manner, the “Payment due on” field in the Resource reports page (Finance > Billing > Resource reports) will be autopopulated according to the selected payment manner when generating a report.

Users with the Can edit the “Payment due on” field in Resource reports role can manually edit this field.