Payments Area

Step-by-Step Guide to Using the Payments Area in the CRM System

The payments area in the CRM system allows you to track and manage payments received. Below is a step-by-step guide on how to use this feature, referencing the provided screenshot.

1. Navigate to the Payments Section:

   • From the main navigation menu on the left, click on Finance.
   • Under the Finance section, click on Payments. This will bring up the Payments Received screen.

2. View Payments Received:

   • By default, the screen shows the payments received for the selected period.
   • Use the tabs at the top to select the period view:
     • Monthly
     • Yearly (selected in the screenshot)
     • Custom
     • Chart

3. Filter Payments:

   • Use the dropdown menus to filter payments by project or payment methods.
   • Use the year filter to select the specific year you want to view.
   • Click the Search icon to refine the results based on the criteria you entered.

4. View Payment Details:

   • The table displays a list of payments with the following columns:
     • Invoice ID: The unique identifier for the invoice.
     • Payment date: The date the payment was received.
     • Payment method: The method used for the payment (e.g., cash, credit card).
     • Note: Any additional notes about the payment.
     • Amount: The amount received.

5. Export or Print Payments:

   • Use the Excel button to export the payment details to an Excel file.
   • Use the Print button to print the payment details.

6. Adjust Items Per Page:

   • At the top left of the table, adjust the number of items displayed per page using the dropdown menu.

7. Navigate Through Pages:

   • If there are multiple pages of payments, use the pagination controls at the bottom right to navigate through the pages.