Operations AR - Adding or Updating Short Pay Reasons (Global)

1. Navigate to "System"

   You can add or update "Short Pay Reasons" in the operations portal by following just a few steps. Once configured, all of your customers will be able to select the needed short pay reason. To start, navigate to the "System" section in the operations portal.

   

2. Click "Settings"

   Then, click "Settings". To access and edit settings, you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “settingEdit” and “settingView”.

   

3. Enter "shortPayReasons" in the "Search..." field

   Enter "shortPayReasons" in the "Search" field to search.

   

4. Click the more details icon

   Click on the more details icon to see the setting details.

   

5. Type in short pay reasons in the "Value" field

   Enter the desired short pay reasons in the "Value" field. Reasons should be comma-separated with no space. In example: Incorrect Price,Incorrect Tax,Item Not Received

   

6. Add, edit/update short pay reasons

   You can add, edit or update existing short pay reasons as well.

   

7. Click "Save"

   Save the changes you made by clicking the "Save" button.

   

8. Short Pay Reasons now available in the customer portal

   Once configured, short pay reasons will be available for customers in their customer portal. If an amount to pay is entered and is less than the full amount of the invoice, the system will show an error and the customer is forced to choose a short pay reason. Once the customer has chosen a short pay reason from the dropdown, they will be able to submit the payment. Customers must be assigned an "Accounts Payable" role to use this feature.