FAQs in this section
Can I create a Payment from Quick Create? What is the Payments module? Is the Payments module available in the Sales Starter edition? I can see Send Link and Pay Now buttons in Payments. What do they do? How can I install the Payments module? How can I accept payments from my customers? Can I create multiple payments on a single credit note? How can I configure Authorize.Net payment gateway? How can I configure my Stripe account? What are the payment gateways supported by Vtiger CRM? Can I create a payment for a vendor? Can I create a payment from invoices? Can I attach multiple payments to a purchase order? How is payments related to invoices? How can I track incoming payments? How can I track outgoing payments? How can I track the payment I initiated? How can my customers make the payment? How can I track payments from invoices? How can I track payments from bills? How can I track payments from credit notes? How can I track payments from purchase orders? How can I export a payment record? How can I print a payment record? How can I change the template of a payment? Can I link multiple payments to a single invoice record? Can I edit a payment linked to an invoice? Is the Payments module available by default? Can I create multiple payments for a bill record? My payment status says refunded - what does this mean? What are the benefits of the Payments module? Can I create a duplicate of a payment record? How will I get to know if my customers made the payment?
How can I create a payment record?
Table of Contents
You can use the +Add Payment button to create a new payment. You can find it on the top right corner in the Payments module List View.
Follow the steps below to create a payment:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Payments module.
- Click the +Add Payment button. By default, all payment records are related to invoices. To change the module, click the arrow next to the button.
- Fill in all the necessary details.
- Click Save.
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