Skip to content

@Billcom Customer Tip: Allow Others in Your Organization to See Customer Payments

December 9, 2011

Roles 1 copy

Can I allow other people in my company see if customers have paid?

Yes, set up a role to let others in the company View customers and invoices:
    1. In the upper right, mouse over Gear-icon  Then click Settings > Overview.
    2. On the Overview page, under Permissions, click Roles.
    3. On the Roles page, click New,
    4. Scroll to the Receivables section.
    5. Select View for Customers and/or View for Invoices.
    6. Click Save.

Then assign that Role to specific people in the company:
   1. In the upper right, mouse over Gear-icon  Then click Settings > Overview.
   2. On the Overview page, under Permissions, click Users.
   3. Assign the new role to users.
 
So instead of sending out an Accounts Receivable report, just have people log in to see if customers have paid.

 

Advertisements
Leave a Comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: