Payment and Billing Settings: Invoice and General Settings Configuration

Payment and billing settings are configured at the centre level. Some of these settings can be applied to centres in bulk where applicable. Payment and billing settings include general settings, locked period settings, transaction categories and previous balances. Find out how to configure these settings to best suit your service.

Invoice Sequence Configuration:

Step 1: Once you have logged into StoryPark Manage, select settings from the left-hand menu bar.

Step 2: Click on the payment and billing settings icon.

Step 3: Click on edit option at the top of the screen to configure the invoice sequence number.

Services can choose whether they would like to have the invoice numbers in sequence from either an organisational level or centre level. If you choose organisational level, you have the option to select which number you would like the sequence to begin from.

General Settings Configuration

General settings for each service will be displayed as seen in the image below (if you have enterprise access, you can toggle through each centre to view the settings by selecting the relevant service from the left-hand menu):

General settings include different configurations such as payment account options, invoice options, direct debit payment options, aged debt brackets and lock period settings. We've set some default configurations as per the most preferred options. However, you can configure these settings as per your needs.
To edit the general settings of payments and billing, please follow the steps below:

Step 1: Select settings from the left-hand menu bar.

Step 2: Click on the payment and billing settings icon.

Step 3: To configure the general settings, select the 'edit general settings' option.

Step 4: Select the relevant payment account options.

Step 5: Select any relevant invoice options.

Step 5: Select the direct debit payment options. With regard to the aged debt brackets, select which day brackets you would like the aged debt report to display.

Step 6: Select whether you would like to enable locked period accounting.

Once you have finalised your general settings, select save.

For more information, please browse through our support documents or alternatively contact our support team.
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