Enable the Payments Issued Tab for Invoicing

Objective

To enable the Payments Issued tab on a purchase order or subcontract.

Background

You can enable the Payments Issued tab on a purchase order or a subcontract. As shown in the demo below, the controls in this tab gives your project users the ability to add new payment line items for a purchase order or a commitment. It also provides a convenient list that summarises all of the payments issued.

Things to Consider

• Required User Permission:
  • 'Admin' on the project's Commitments tool. 

     Note

    Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.

     

Steps

1. Navigate to the project's Invoicing tool.
2. Under the Subcontractor tab, click the link in the Commitment column to select the commitment that you want to work with.
3. Click Advanced Settings tab.
   Note: Depending on the size of your browser window, this tab may be listed as an option in the More menu. 
4. Click Edit in the right-hand side of the screen.
5. Scroll to Payment Settings.
6. Place a tick in the Enable Payments box.
   
   
7. Click Save.

See Also

• Create a Commitment
• Configure Advanced Settings: Commitments