Payments Received
Once you record payment for an invoice, it will be saved in the Payments Received tab.
In this page:
- View Payments Received
- Edit Payments Received
- Delete Payments Received
- Payments Received Preferences
View Payments Received
You can view the payments received for your invoices in two ways:
- Go to Sales > Invoices and select an invoice for which you have recorded payment.
- Click the Payments Received tab in the right side of the page.
Alternatively, you can:
- Go to the Sales > Payments Received.
- Select the payment received for the invoice.
Edit Payments Received
You can change the amount or other details of the payment that you have recorded for an invoice. Here’s how:
- Go to Sales > Invoices and select an invoice for which you have recorded payment.
- Click the Payments Received tab in the right side of the page.
- Hover over the payment received and click the Pencil icon next to it.
- Make the changes and click Save.
You can also edit the payments received directly by going to Sales > Payments Received.
Delete Payments Received
To delete the payment received for any invoice:
- Go to Sales > Invoices and select an invoice which is in the Paid status.
- Click the Payments Received tab in the invoice details page.
- Hover over the payment received and click the Trash icon next to it.
You can also delete the Payments Received directly by going to Sales > Payments Received.
Payments Received Preferences
In the Payments Received module, you can add additional fields from the ones that already exist. These fields are called Custom Fields.
- Click Settings on the top right corner of the page.
- Click Payments Received under Sales.
Additional Fields in Payments Received
To add a custom field:
- Click Settings on the top right corner of the page.
- Click Payments Received under Sales.
- Click the + New Custom Field button in the top right corner of the page.
- Fill in the required details.
| Fields | Description |
|---|---|
| Label name | Enter a name for your custom field. |
| Data Type | Select the appropriate data type for your custom field. |
| Is this PII? | If the field is a Personally Identifiable Information (PII), then select the appropriate method to store it. |
| Is Mandatory | Select this option if the custom field is mandatory. |
| Show in all PDF | Select this option if you want the field to be displayed in your transaction PDFs. |
- Click Save.
You can perform various functions on the custom field by hovering over it and clicking Edit or the drop-down icon.
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