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Contracts: Add Financial Tab for defining payment and notification settings for Invoices created

Using AR Contracts for subscriptions is very useful. Having Invoices automatically generated where credit card or ACH payments can be processed can save companies a lot of time.

In Acumatica however, the Generate Payments process requires invoices to be tagged with an online payment type or it will will not include these invoices in this process and ultimately Capture Payments process.

When A/R Contracts generate invoices they look to the customers default payment method. This is not ideal as creating invoices from Sales Orders, or A/R might not be something you want to include in automatic payment processing.

Add a Financial Tab to include default payment method to the Contracts profile. This will allow the contract creator to default the customers credit card or ACH payment method and then use it when creating invoices so it is available for payment processing (Generate Payment, Capture Payment)

We created a customization for this, see screen shot.

  • Gregg Mercede
  • Apr 9 2020
  • Attach files