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Payments2UsSettings

New Tab added to enable management of your Payments2Us charges and billing contacts " Payments2Us Settings" You can:

  • See previous Payments2Us Charges/ Receipts
  • Request copy of Receipt
  • Update your Card details that your organisation uses to pay for Payments2Us
  • Update Billing Contact. This is the person that will receive the receipt after each successful payment.

It has 2 sections

  1. Billing
  2. App Settings

To view the Payments2us Setting Tab the user need "Payments2us Finance User" permission set assigned at user record.

Assigning permission sets to users

 

Updated at July 27th, 2024

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