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How do I print a Payment record?

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Follow these steps to print a payment record:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Payments module. The Payments List View appears.
  5. Hover over any record and click the radio button on the left side. The Print icon will appear at the top.
  6. Click the Print icon to print the payment record.
  7. You can perform any of the below options:
    1. Edit & Export - You can edit and export the payments to your local system.
    2. Email with PDF - You can email the payment record to the contact as a PDF.
    3. Print - You can print the payments and keep a hard copy.
    4. Save as PDF - You can save the payments as a PDF on your local system.
 
 
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