FAQs in this section
What are the Summary View actions in the Payments record?
The following are the Summary View actions:
- Follow: You can follow a payment record to get updates on all the activities performed on that record.
- Tags: You can add tag names to a record to identify the record quickly.
- Print: You can print payment details or save them as a PDF file for future reference.
- Duplicate: You can duplicate the current record and reflect all the details in a new one.
- Delete: You can delete a record by clicking this button.
- Send Link: You can send the link from your payment record to the customer.
- Pay Now: You can manually enter your credit card or bank details to make the payment.