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? How can I create a payment record? Can I create a payment for a vendor? 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?
Can I create a payment from invoices?
Table of Contents
Yes you can. Follow these steps to add a payment from the Do button in invoices:
- Click the Menu icon.
- Go to the Inventory tab.
- Select Invoices module.
- Open an invoice from the List View.
- Click the Do button on the top right corner of the Summary View of the invoice record screen.
- Click the Add or Create button.
- Click Payments.
- Enter the details.
- Click Save .
This newly created payment will now be linked to the invoice.
To know more about Payments, click here.
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