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 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 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 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?
How can I track payments from purchase orders?
Table of Contents
Follow these steps to track payments from a purchase order record:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Purchase Orders module.
- Open the purchase order of your choice.
- Click the Payments widget in the Summary View to see the list of all payments done and also create new ones.
- Click the Deep Dive button on the top right corner of the Summary View.
- Check the Paid and Balance fields to know the status of a payment.
These particular fields get updated in the Purchase Order record whenever a payment has been successfully completed
- Paid: When the status of the 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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment