The Invoice Receive Config section is an integral part of the system for managing invoice-related configurations. It allows users to customize various payment methods, configure service fees, and control how the payment options appear and behave. This guide will walk you through the essential settings and features available in the Invoice Receive Config section.
Key Features in Invoice Receive Config #
The Invoice Receive Config has three main services under its tabs:
- Service Fee
- Print
- Flow Control
Service Fee Tab #
The Service Fee tab allows you to set up different payment methods and the associated rates for each. Here are the key fields in the Service Fee tab:
- Service Fee IDX: Unique identifier for each service fee.
- Payment Type: Defines the different payment methods accepted.
- Service Rate: Specifies the percentage or rate for each payment method.
Payment Types and their rates include:
- Deposit – Percentage
- Cash – Percentage
- Fund Balance – Percentage
- Credit Card – Percentage
- Check – Percentage
- Acceptance Bill – Percentage
- Wire Transfer – Percentage
- Other – Percentage
Print Tab #
The Print tab provides a simple toggle to Show Payment Button. This toggle controls whether or not the payment button will appear on the invoice.
- Show Payment Button – Toggle button to enable/disable the payment button.
Flow Control Tab #
The Flow Control tab allows you to control the flow of the payment process:
- Auto Checkout – Toggle button to enable automatic checkout once payment is processed.
Steps for Adding Invoice Receive Config #
To add or modify the Invoice Receive Config, follow these simple steps:
- Navigate to the System: Log into the system and go to the Basic Data section.
- Select Invoice Receive Config: Under Basic Data, click on Invoice Receive Config.
- Fill in the Details: Add or edit the details as needed in the configuration form.
- Save: Once all fields are completed, click the Save button to apply your changes.
The Invoice Receive Config section provides flexible controls for managing service fees, print options, and payment flows. By understanding the configuration settings, businesses can streamline their invoicing process and tailor the system to their specific payment methods and preferences.
