Product Documentation
Product Documentation
Customers can pay their invoices by period through the Customer Portal. By default the payment period is set to the first day of every month. But it can be adjusted to the last day of the previous month. To make this adjustment, you will need to configure a few settings.
Customers can pay invoices by Period in their Customer Portal and you can set the Period Start Date to the last day of the month. To start, navigate to "System" in the Operations Portal.
Click "Settings".
The first setting to configure is "agingARByDays." Enter this in the Search field.
Click on the more details icon to see the Settings details.
Enter "1" in the "Value" field to turn the setting on.
Click "Save".
The next setting is "agingARByDaysPeriodStart". Go back to the Settings screen and enter this in the Search field.
Click on the more details icon.
Enter "monthstart" in the "Value" field.
Click "Save".
The last setting you need to configure is the "period1ARShift" setting. Go back to the Settings page and enter it into the "Search" field.
Click on the more details icon.
Enter "-1" in the Value field; this specifies the number of days to shift the start date for Period 1.
Then, click on the "Save" button to apply the changes.
The Payment Period Start Date is now set to the last day of the previous month.
