Payment settings control how provider invoices and payment schedules are managed in Provider Portal. These settings are configured in the Administration module and affect how providers submit and verify payments. This article covers the key payment settings you may need to adjust from the defaults.
⚠️Important: Changes to payment settings affect all users. Review each setting carefully and test in a non-production environment before applying to your live system.
Payment settings
Navigate to the payment settings in Administration > System Settings.
Maximum number of weeks for requested payments
Controls the maximum number of weeks a provider can include when requesting payments. Review the default and adjust based on your organisation's invoicing cycle.
Prevent entry of actual service for future periods
Controls whether providers can enter service delivery data for future dates.
🤓Tip: It is recommended to change this setting from False to True to prevent providers from submitting claims for service that has not yet been delivered.
Prevent entry of costs by users on invoice entries
Controls whether provider portal users can enter cost values directly on invoice lines.
🤓Tip: It is recommended to change this setting from False to True so that costs are calculated automatically based on rates and durations.
Natural period of provider invoice (weeks)
Sets the default invoice period length when manually entering payment invoices in the Admin portal. Only relevant if you use the manual payment entry feature in Admin. Adjust this to match your standard invoicing cycle.
Prevent entry of penalty payments
Controls whether penalty payment lines can be added to invoices when entering payments manually in Admin.
🤓Tip: If you use manual payment entry, it is recommended to change this from False to True to prevent accidental penalty entries.
Default invoice period from date
Sets the starting date for invoice periods when manually entering payment invoices. This value is automatically incremented by the system as invoices for subsequent periods are recorded. Set this to a sensible starting date for your organisation.
Manual entry of payments
Payment invoices can be recorded directly in Admin using the New command on the Creditor Payments enquiry. However, the preferred approach for most organisations is to use the payment invoice screen within Mosaic, as invoices entered in Admin are not displayed in Provider Portal.
📌Note: Invoices recorded in Admin will be visible in the Creditor Payments enquiry and will pass through the eInvoice interface to Mosaic for onward transmission to your corporate finance system.