Client Management: Payments

Client management payments guide will show you everything you need to know about how to add and view your clients’ payments.

The Payments section allows you to view and add the records of the payments completed by the client.

To view the list, go to the Client Management > Payments section.

The list contains the following information:

  • ID: The payment record number in the system.

  • Creation Date: The date the payment record is created.

  • Date: The date the payment is made.

  • Client: The name of the client the payment is completed by.

  • Amount: The paid amount.

  • Over: The overpayment amount by the client that will be applied to the next invoice when available.

You can narrow down the search results by using the following filters:

  • Filter Date: Select the specific period for the client’s payments.

  • Client: Select the specific client.

To create a new payment record, click the “Add Payment” button, and fill in the following fields:

  • Lender: Select the client from the drop-down list.

  • Payment Date: Select the date when the payment is created.

  • Payment Amount: Fill in the amount that is paid by the client.

  • Description: Fill in the additional information about the payment.

Click the “Create” button to complete. Once you add a new payment, the corresponding invoice is displayed in the “Invoices” section. Read more about client’s invoices in this Knowledge Base article.

To view detailed information about the specific payment, select the payment record from the list, and click the “View Details” button in the “Actions” column.

To delete the payment record from the list, click the “Delete” button in the “Actions” column. Confirm the action by clicking the “Delete” button in the pop-up window. Once the payment is deleted, the corresponding invoice is automatically marked as “Not Paid”.