Nab Transact Payment Management Page

Created by Dev IT, Modified on Tue, 23 Sep at 3:23 PM by Dev IT

Developers: Emman Jostol and Normaneil Macutay

QA/Project Manager: Joy Apuya

Recording Link: https://drive.google.com/file/d/1mU2ERoF6OZas9tRqACHkebTKmdPGku1h/view

Table of Contents

Workflow

Creating of Invoice

Sending of Invoice

How to use

Workflow

Payment Process using RS Portal NAB Payment Facility

CREATE

1. The Accounts Personnel will create invoice in Xero. The default status is DRAFT

2. Approve the invoice. The status will be set to AWAITING PAYMENT

3. Turn off Notification

SEND

1, Go to NAB Payment Management page at https://nab.remotestaff.com/. You will be forwarded to wordpress page.

2, Click on Remote Staff - NAB link or VIsit Site on top of the page. You will be forwarded to the Dashboard. In the dashboard, it displays the Contact list by default. The Awaiting Payment and Paid tab is also displayed. In each tab, the user can search Client name, invoice id and email

3. To SEND the invoice, go to Awaiting Payment tab, select invoice or Select All invoice and click Selected Invoice button in the bottom of the page

4. Email Sent will be updated to 1