Can members make their own payments in Deskworks?

Modified on Fri, 3 Jan at 7:34 AM

Yes! To enable:

  • Go to SETUP>TASKS.
  • Click Edit "Post Payments or Charges." (It may be called something like "Charges/Payments")
  • Under PERMISSIONS, be sure Members have "View/Edit" permissions. SAVE.
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Members will then see the Charges and Payments page and be able to view their invoices by clicking the eye:

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If they click the EDIT pencil, they can pay their open invoice:

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