FAQs in this section
How to set up the payments module? How to track Auto-Payment transactions? How do I create a payment from Quick Create? What is the Payments module? Is the Payments module available in the Sales Starter edition? What is the functionality of Send Link and Pay Now buttons in Payments? How do I install the Payments module? How do I accept Payments from my customers? Can I create multiple payments on a single Credit Note? How do I configure the Authorize.Net Payment gateway? How do I configure my Stripe account? What are the payment gateways supported by Vtiger CRM? How do I create a payment record? How do I create a payment for a vendor? Can I attach multiple payments to a Purchase Order? How are payments related to Invoices? How do I track incoming payments? How do I track outgoing payments? How do I initialize a payment? How can my customers make the Payment? How do I track payments from invoices? How do I track payments from Bills? How do I track payments from CreditNotes? How do I track payments from the Purchase Order record? How do I export a payment record? How do I print a payment record? How do 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? What does payment status-refunded mean? What are the benefits of the Payments module? Can I create a duplicate of a payment record? How do I know if my customers have made the Payment?
How do I create a payment from Invoices?
Table of Contents
Follow these steps to add a payment from the More button in invoices:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Invoices module.
- Open an invoice from the List View.
- Click the More 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 learn more about Payments, click here.
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