Sales
Add a payment credit for the client
- Click on “Clients” from the main dashboard.
- Click on “Manage Client”.
- Search for the required client file using the search feature.
- Click on the required client file.
- Click on “More Actions”.
- Click on “Add Payment Credit” from drop-down menu.
- Enter the details as below:
- Choose the payment method from the “Method” drop-down menu. <Note: this menu is editable, check payment options tutorial>
- Enter the payment amount in the “Amount” field.
- Enter the date of the payment in the “Date” field.
- Choose the status of the payment from the “Payment Status” drop-down list.
- Enter the name of the collector for this payment in the “Collected By” drop-down menu.
- Enter the reference number of the payment or the transaction in the “Ref No” field.
- Enter further details needed in the “Payment Details” field.
- Enter payment notes in the “Receipt Notes” field.
- You can attach a file from the “Attach” button.
- Select the treasury from the “Treasury” drop-down menu.
- Click on the “Add Payment” button at the bottom left of the page.