Allowing Payments by Invoice

From SchemeServe Help
Revision as of 15:19, 2 September 2010 by Colink (talk | contribs)
Jump to: navigation, search

Optionally you can give selected sub-agents the option to pay by invoice (each Agent is subject to your review before they are given this option).

It works like this:

  1. In the Scheme Editor select "Invoice" as an additional payment method for any given scheme, which gives selected Agents the option to pay by cheque or bank payment.
  2. On the Edit Broker page specify that a given Agent is allowed to pay by invoice by ticking the box called "Allow this Agent to settle invoices by cheque or bank payment."

If options 1 and 2 are satisfied at the point a sub-Agent Gets a new Quote, he/she will have the option (but not obligation) to be invoiced by pressing "Invoice Me". If you also set-up the scheme to allow card payments, they could alternatively choose to pay by card instead. Any Agents who are not permitted by you to pay in this way or are using schemes for which you have not enabled the option will be unaffected and will have to pay by card and/or DD depending on the options selected in the Scheme Editor.

NB: However the Agent decides to pay, you will always be able to see the payment method used and account on payments (no matter the combination and diversity of them) via the Transactions listed on the Money tab when viewing the quotation/case and via the existing Ledger reports.


See Also