FAQs in this section
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 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 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 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?

How can I track outgoing payments?

When goods are procured from your suppliers, you can easily create a Purchase Order (PO) record and link it to the payment record. By doing this, you can track the amount that is paid or due to your suppliers. 

After the payment is done, you can update the payment record which automatically updates the PO as well.

Follow these steps to track outgoing payments:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Payments module.
  4. Click the +Add Payment button.
  5. Click the arrow button in the Related To field.
  6. Select Purchase Orders from the drop-down.
  7. Select a PO record from the list of all available records either by typing the PO name or by clicking the PO icon. 
  8. Fill in the other mandatory details.
  9. Click Save to create the payment record.
    • Click Save and Continue to enter other details.

This newly created payment record will be linked to the PO.

To know more about Payments, click here.

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