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Owners are configured in Setup / Users & Accounts / Owners / Configuration |
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The information in this panel reflects the sub-menu settings you have selected. From here you can modify owner settings (note: fields with a red left border are required, fields with purple text are read-only and cannot be modified).
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On the payment types tab you can also add manual/offline payment types by clicking the 
icon. As mentioned above, these manually added payment types can be used to record payments on accounts but will not go through a payment gateway. Manually added payment types can also be configured with General ledger codes if desired.
For an example on how to add a payment type see the Payment Types Configuration Example article.
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The Customer Portal is a new feature in LogiSense Billing version 10.3 /wiki/spaces/LDSA/pages/1661862939. The Customer Portal tab will not appear in older versions. |
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