Preferences for online invoice access and payment.
Continued from Customizing global preferences.
For orders that have different Bill To and Sold To parties, default is only Bill To party can access the invoice. Click to select Yes to allow both parties access to the invoice.
For orders that have different Bill To and Sold To parties, default is only Bill To party can pay the invoice. Click to select Yes to allow both parties to pay for the invoice.
If you want to show beginning and ending page numbers of billed transcripts in additional to total number of pages, click to select Yes.
For e-commerce, RB Connect integrates with several online payment processing services. If you want to offer online payment of invoices, including COD invoices, through RB Connect, you must set up an account with one of these services and enter your credentials here.
Select a service in the Online Payment Method drop-down:
To choose which RB9 users are alerted via Notifications and Messages when a contact makes a payment online, see Managing users to notify.