Background
The Payments tab in Scheduler allows the user to edit the payment details of a schedule. If it is disabled, it is possible that the reason is the customer account is not set up correctly as a cash sale account.
Before you begin
- Ensure you are logged into the Elda(Chrome) Scheduler Application. See our article Getting Started with Scheduler for more.
- The job and schedule details are already opened. See our linked articles for the steps on how to search for the Job number and Schedule number.
- Confirm the the Payments tab is disabled:
Steps to follow:
- In Scheduler, search for the customer and navigate to the Customer Details > Accounts tab and make sure that the highlighted fields below are filled.
- Navigate to the Job Details and make sure that General Account is ticked.
Elvind Austria
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