The Payments Manager provides your organisation’s financial team members with a single place to access all the QuantityWare invoices, quotes, and credit notes. This article provides an overview of the Payments Manager.
Following the release of Portal v7.0.0 in October 2023:
You can download any Invoice, Quote, or Credit Note raised and shared with your Customer using the Payments Manager.
NOTE: only those documents raised from October 2023 are currently available for download, although we are exploring options to upload previous financial documents to this screen.
You can access the Invoices Manager as follows:
The screen is split into four tabs (see below):
You can download an Invoice, Quote, or Credit Note document by either:
This will download a copy of the document PDF, digitally signed by QuantityWare using DocuSign.
If an Invoice is currently shown as “Due” or “OVERDUE”, you can discuss this with QuantityWare.
To help you access the Invoice ticket, you can simply right-click an Invoice and select “View Ticket [Number]” (see right).