Table of payments
The payment table in CRM displays all key information about transactions, including a unique payment number (Payment Number), associated invoice number (Invoice Number), payment method (Payment Method), transaction identifier (Transaction ID), the name of the customer who made the payment (Customer), payment amount (Amount), and the date of the transaction (Date). This structure allows you to quickly analyze financial transactions, find the necessary records, and ensure control over payments.
Convenient viewing of payment information
A detailed page for each payment that provides all the necessary information: date, amount, payment method, status, payment documents, and customer or order contact. The user can view the history of transactions, download receipts, and receive error information in case of a failed payment.
Payments in the invoice
A feature that displays all payments associated with a particular invoice. The section shows partial and full payments, remaining amounts, and payment history. This allows you to easily track the status of an invoice and get a complete picture of your financial relationship with the customer.
