Submit a payment record

Applies to User Roles:

System Administrator

Contract Management integrates service contract information and tracking into Service Manager. Unlike service level agreements, which describe how services in a contract are to be rendered, service contracts are financial agreements that define the services to be provided and the financial implications of using those services. Contract Management tracks each service contract between a customer and service provider, and compiles individual expenses and costs for those services. When using the Configuration Management Payments option, you can submit, cancel, or delete a payment record.

Note You cannot submit a payment if there is no outstanding balance.

To submit a payment record, follow these steps:

  1. Click Configuration Management > Contracts > Payments.
  2. Use search or advanced search to find one or more records.
  3. Select the target payment record you want to submit.
  4. Click Submit Payment. The Status changes from Pending to Submitted.

    Note Submitting a payment does not make an actual payment.

  5. Click Save.

Related topics

Configuration Management overview
Contract Management overview
Example: Search for a record

Add a contract
Create a new contract terms and conditions record
Create a contract template
Cancel a contract
Update the terms and conditions of a contract
Renew a contract
View software installation information
Cancel a payment record
Delete a payment record
Generate a payment schedule for a contract
Schedule a payment for a contract