In this tutorial, I will show you how to add, edit, and delete payments in the Invoices Module.

You can automatically share payments with users, email and download the receipt for printing, as well as filter the payments by date, numbers, clients, and legal entities. With the features of Payments, you will easily manage all your payments and generate automatic receipts for the users.

Let me show you how it works.

Add: (0:27)

To add a payment,

1. Go to the Invoices Module.

2. Select the Payments tab.

3. Click on the plus sign on the top right-hand corner of the page.

4. Here you can select the invoice number from the drop-down options or type it in the box.

5. Next, in Details, you can insert the date, amount, and description of the payment.

6. You can also check the box if you want to send the payment receipt by email to the user.

7. Don’t forget to save!

Edit: (0:59)

To edit a payment,

1. Click on the three dots next to the payment you want to edit.

2. Select ‘Edit’.

3. Here you can edit all the information you need.

4. Don’t forget to save!

Delete: (1:13)

To delete a payment,

1. Click on the three dots next to the payment you want to delete.

2. Click on ‘Delete’.

3. You will be prompted with a warning: “Attention! You are going to delete this payment. Are you sure?”

4. Click ‘Yes’ to delete or ‘No’ to cancel.

Print: (1:33)

You can also generate a PDF of the receipt to keep for your records.

1. Click on the three dots next to the payment you would like to print.

2. Click on ‘Print’.

3. A PDF will generate the payment receipt.

Email: (1:48)

To email a payment,

1. Click on the three dots next to the payment you would like to print.

2. You will be prompted with a message: “Attention! You are going to send an email to XX. Do you want to proceed?”.

3. Click ‘Yes’ to accept or ‘No’ to cancel.

For more information about the Invoices Module, please watch the other tutorials.