Configuring Payment Requests

ABOUT THIS TASK: Configure the default payment request fields for all users.

1. In the sidebar, click Requests under Payments.
2. Click More Actions > Configure Payment Request.
   • RESULT: The Settings window opens. 
3. To allow users to create and submit payment requests to payees with incomplete tax or banking information, 
4. Add or remove the following fields. 

   Basics

   Field	Description
   Quantity	Number of payments per payable item.
   Description	Description of the payable item.
   Link to an assignment	Link the payable item to the related assignment.
   Add attachment	Add an attachment to the payable item.

   Extras

   Field	Description
   Reference	Add a reference to payment request, such as a PO number.
   Client/Project	Search for a client and a project to add to the payment request.
   Memo	Add any additional details about the payment.

   Deductions

   Field	Description
   Non-Statutory	Adds the Deductions section.
   Manage Sub-Types	Click this to create, edit, and remove custom subtypes for each deduction type. Select the Deduction Type. To create a new deduction subtype, click Add New. Enter the name of the subtype and click the check mark.

   Custom Fields

   Add custom fields. Refer to Creating Custom Payment Request Fields for more information.

5. Click Save.