There are several ways to create an incoming payment:
click Add in the toolbar of the Payments section (fig. 1);
Fig. 1. Payments section. Add button
go to Deals, open a deal page and click Add Payment on the About the Deal tab (fig. 2).
Fig. 2. Deal page. About the Deal tab. Add Payment button
In the opened dialog box (fig. 3), fill in the required fields and click Add.
Fig. 3. Add Payment dialog box
Name *– payment name. This field is required.
Planned Date – planned date of the incoming payment.
Total *– amount of the incoming payment. This field is required.
Invoice Issued *– indicates whether the invoice was issued (Yes/No switch). This field is required.
Status *– payment status. This field is required. If the Received status is selected, the actual date field will be added. Specify the date of receiving the payment in this field
Responsible – employee, responsible for the incoming payment.
Description – description of the incoming payment.
The created incoming payment will be displayed on the deal page and in the Payments section.
