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 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 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 export a payment record?

Follow these steps to export a payment:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Payments module.
  4. In the List View, hover over a record.
  5. Click the radio button on the left side.
  6. Click the Export button.
  7. Select any one of the following options:
    • Export Selected Records - This option will export only the selected record.
    • Export data in current page - This option will export¬†records in the current page.
    • Export all data - This option will export all the data in all the pages of the Payments module.

The exported record will be saved on your local system.

To know more about Payments, click here.
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