Enable 'Payment discount' feature

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Nmbrs Accounting you can set the following bank settings:

• Payment list
  Here you can configure payment list security so that documents due for payment require approval before they appear in the payment list. You can also specify whether or not discounts apply when paying for documents. 
• Ponto
  Ponto enables bank accounts from more than thirty banks to be linked to Nmbrs Accounting in a secure and reliable manner, in accordance with PSD2 and GDPR regulations.
• Purchase invoice settings
  Disable mandatory bank account entry when processing purchase invoices with payment method 'Electronic transfer'.

'Payment discount' feature

You have the option to process payment discount/credit limit on purchase invoices.

The payment discount feature is only available when a user with the 'Management' role has selected the Small, Medium, Large or Unlimited bundle via the Store in the domain.  

Permissions and roles

Only the owner of a domain (with the 'Management' role) or a user with the 'Management' ánd 'Security manager' role can enable the feature.

This is because they decide whether to work with discounts or not.

Access to 'Payment discount' feature

To access:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Bank section click on Payment list.

Enable payment discount

Enable the Payment discount feature by selecting On. Then click on the Save button. 

All invoices with a payment discount will be shown in the 'To be paid' work list (payment list). They can be paid via a SEPA payment file.

For a detailed description, see article Pay payment list invoices with payment discount via SEPA payment file.