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How do I create a payment record?

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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:

  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Payments module.
  4. 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.
  5. Fill in all the necessary details.
  6. Click Save.
To learn more about Payments, click here.
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