Difference between revisions of "M4 Payments"

From Kolmisoft Wiki
Jump to navigationJump to search
Line 19: Line 19:
==Notify User==
==Notify User==


On the last step of Payment confirmation you have a checkbox, which allows you to send an email to user to notify him that his payment was confirmed.
On the last step of Payment confirmation you have a check box, which allows you to send an email to the user to notify him that his payment was confirmed. <br />
If user does not have [[M2_Users#Company_Emails | email]] set (Main, Billing, Rates or NOC), check box will be disabled. If emails are not enabled [[Global_Settings | globally]], check box will not be shown.  
<br><br>
<br><br>
==Comment==
==Comment==


Addittional Notes you are able to Update after payment.
Addittional Notes you are able to Update after payment.

Revision as of 14:33, 1 July 2014

Usage

Go to SETTINGS –> Accounting –> Payments and here you will find archive of all payments which you made through M2.

Use search box to find specific Payments by date, User, Currency or Amount (without TAX).

Create

Click on Add new Payment to create a payment and you will be able to select

  • User – to whom you want to make a payment.
  • Amount or Amount with TAX – payment Amount which should be added to User Balance (TAX will be charged before Amount reach Balance). It is possible to set just one of these two.
  • Currecy
  • Exchange rate
  • Payment destination
    • Payment from Client – adds Amount to User Balance.
    • Payment to Provider – subtracts Amount from User Balance.
  • Additional notes



Notify User

On the last step of Payment confirmation you have a check box, which allows you to send an email to the user to notify him that his payment was confirmed.
If user does not have email set (Main, Billing, Rates or NOC), check box will be disabled. If emails are not enabled globally, check box will not be shown.

Comment

Addittional Notes you are able to Update after payment.