Your account information, system configuration, users, and roles are all managed from the Settings center of ReceivablesPro. Your customer, payment, and item imports are also managed from Settings.
To access the Settings center, click the “Settings” link in top navigation as shown below:
configuration-- Customize how your account looks, the functionality you want to enable, and how you accept payments from customers.
users-- Add additional users to your account, and set payment processing permissions.
roles-- Create sets of system permissions that are assigned to users.
web payment pages-- Customize and create online forms that your customers use to pay you.
import center-- Upload batches of customers, payments, payment schedules, and items.
Each section contains multiple sub-sections that enable you to work with different aspects of the ReceivablesPro system. Click a tab to access a particular Settings section. The navigation links, located just above the Settings tabs as shown below, indicate where you are in the Settings section. Click any linked title to jump to that section.
The following sections describe each settings section in detail. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.
Next Sections