FAQs in this section
How do I make a payment to a vendor from the CRM?
You issue a pruchase order when you buy a product from a Vendor.
Follow these steps to make a payment against a PO:
1. Click on Menu icon
2. Click Purchase Order under INVENTORY
3. Select the Purchase Order from list for payment
4. Click Payment Icon on detail list view
5. Click Add Payment
6. Enter Details
7. Click Save A Payment record is created
Select the Payment record for Initializing Payment
Follow these steps to make a payment against a PO:
1. Click on Menu icon
2. Click Purchase Order under INVENTORY
3. Select the Purchase Order from list for payment
4. Click Payment Icon on detail list view
5. Click Add Payment
6. Enter Details
7. Click Save A Payment record is created
Select the Payment record for Initializing Payment
You can create a payment record for these scenarios:
- Payment from customer - Payment records are linked to invoices.
- Payment to the vendor - Payment record is linked to bills.
- Refund to customer - Payment record is linked to credit notes.