📝 Overview
The Allow payments, invoices & credits across locations toggle lets you control whether employees can process payments across all company locations or only within the location where an invoice was created. This setting applies company-wide and is most relevant for organizations with more than one location.
💡 This setting is part of the Company Settings page. To learn more about all available company-level configurations, click the button below to view the article.
🔑 Authorization
Only employees with a Role that includes the Company Account Settings authorization can access and update this setting.
🛠️ Setup
This setting is managed from the Company tab within Company Settings.
📍 Locating the Toggle
Click the arrow to learn how to locate the toggle
Click the arrow to learn how to locate the toggle
Select Admin from the top menu bar.
Select Company Settings.
Select the Company tab from the left-hand side.
Scroll to the bottom of the page and locate the Allow payments, invoices & credits across locations toggle.
Select the toggle to turn it on or off.
✍️ Note: Changes take effect immediately after the toggle is switched. No additional save action is required
🔄 Toggle Behavior
Click the arrow to learn how the toggle affects payment processing
Click the arrow to learn how the toggle affects payment processing
Toggle On (Default)
When the toggle is on, any employee signed into any location can process a payment on any invoice, regardless of where that invoice was created. The sale will post to the location the employee is currently signed into.
Toggle Off
When the toggle is off, employees signed into a different location than where the invoice was created will see a message at the top of the screen indicating they are not allowed to proceed with the payment.
