How to create, edit, and delete payment details

Released in version: 5.47

Updated in version: 2016.4.1.0

There are three workflow rights that control a user's ability to view, edit, or delete the Payment details tab in the Properties of a Contact:

If unchecked, when an employee views a contact's Payment details, the Add bank details and Delete buttons will be disabled.

If unchecked, when an employee double-clicks a record in the Payment details list, they will not be able to save any changes.

To view the tab

1. Click Client administration > Lists > Contacts.
2. Locate and double-click the contact you'd like to view.
3. Click the Payment details tab.

To set the workflow right to create/ view payment details

1. Click Settings > Lists > Organization setup > Employee roles.
2. Locate and double-click the employee role you would like to work with.
   
    You may also right-click the employee role and select Properties.
   
   
3. Click the Workflow rights tab.
4. Locate and click the Can create payment details checkbox.
   
    To disable, uncheck the Can create payment details checkbox.
   
   
5. Click Save and close.

To set the workflow right to edit payment details

1. Click Settings > Lists > Organization setup > Employee roles.
2. Locate and double-click the employee role you would like to work with.
   
    You may also right-click the employee role and select Properties.
   
   
3. Click the Workflow rights tab.
4. Locate and click the Can edit payment details checkbox.
   
    To disable, uncheck the Can edit approve payment details checkbox.
   
   
5. Click Save and close.

To set the workflow right to delete payment details

1. Click Settings > Lists > Organization setup > Employee roles.
2. Locate and double-click the employee role you would like to work with.
   
    You may also right-click the employee role and select Properties.
   
   
3. Click the Workflow rights tab.
4. Locate and click the Can deletepayment details checkbox.
   
    To disable, uncheck the deletepayment details checkbox.
   
   
5. Click Save and close.