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Payments

Payments Overview

Apart from Invoices, the CRM system also provides the option to record all your Payments in one place. You can view the list of all Payments by clicking on Finance -> Payments in the left sidebar menu. You can add, edit, delete, or export payments. At the top of the payments page, you'll find the Add Payment button. The Add Payment option allows you to create New Payment.

Payments List​

The Payments list displays all of yours Payments and their essential information such as the Payments name, client, amount, start, and end date.

Payments List Figure.01 Payments List

Export​

You can export the list of Payments by clicking on the Export button.

Filters​

The CRM System lets you filter the Payments records based on various factors such as date, and type. You can access more filters by clicking on Filters.

Action Column​

Click on the three vertical dots to access more options in the Action column in table view. You can perform the usual View, Edit or Delete operations along with other operations.

  • View: The view options lets you view your payment details.
  • Edit: The edit options lets you edit your payment details.
  • Delete: The delete options deletes your payment.

Add Payments​

To create a new Payments, click on Create Payments. Fill in all the required details and click save.

Add Payments Figure.04 Add Payments

Edit Payments​

You can edit all the Payments details by clicking on the edit option under the Action Column.

Edit Payments Figure.05 Edit Payments

View Payments​

You can view all the Payments details by clicking on the view option under the Action Column.

View Payments Figure.06 View Payments