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 outgoing payments?
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 the payment I initiated?

If you are the merchant, you can initialize a payment, provided you have the credit card or bank account details of the customer.

Follow these steps to initialize a payment:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Payments module.
  4. Open a pending payment record.
  5. Click the Do button in the Summary View.
  6. Select the Pay Now option.
  7. Select the gateway through which you want to process the payment.
  8. Enter the customer’s credit card details.
  9. You will be redirected to the gateway where the payment will be completed.

You will be redirected back to the payment record.

As a result, the following fields in your payment record in Vtiger CRM will be updated automatically:

  • Status: Updates to Received (Invoice)
  • Date received: Updates payment received date, the current date
To know more about Payments, click here.
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