Understanding The Payment iQ Permission

In this guide you’ll learn how the Payments iQ permission works for users in TiQ.

Within the Payments iQ box in the Permissions section in a user profile, you’ll find 2 different permissions that can be granted:

  1. Payments iQ
  2. Hide Full Service Fee 

- When the Payments iQ permission is checked, the user has the ability to:

- When the Hide Full Service Fee permission is checked, the user won’t be able to:

  • Manually add Ledger entries and run Batch Payments. (the +New… button in the Ledger will be hidden)
  • Generate Superbills.
  • IMPORTANT: The full service fee will be hidden for the user in the Ledger, Payment Detail Page, Event Form, and calendar appointments. 
  • Additionally, the 'Payment' icon and 'Record Attendance' button will be removed in the event pop-up.

NOTE: This prevents the user from accessing the 'Confirm Services and Fees' page which also provides billing information.

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