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 the Knowledge Base.

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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.

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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”.

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