Home  >   FAQs   >  How can I track payments from bills?
FAQs in this section

How can I track payments from bills?

Table of Contents

Follow these steps to track payments from a bill record:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Bills module.
  4. Open the bill of your choice.
  5. Click the Payments widget in the Summary View to see the list of all payments done and also create new ones.
  6. Click the Deep Dive button on the top right corner of the Summary View.
  7. Check the Paid and Balance fields to know the status of the payment.

These particular fields get updated in the bill record whenever a payment is completed successfully.

  • Paid: When the status of a payment is set to Paid, this field gets automatically updated to the amount that has been paid.
  • Grand Total: The amount that you have paid through the payment process, displayed in the Grand Total field.
  • Balance: The remaining amount that you owe the supplier is displayed in this field
To know more about Payments, click here.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.