Payments

This section of ELMA contains information about the incoming payments plan, their statuses, planned dates and more.

This section is available only to the users, who have the respective access permissions.

Fig. 1 shows an example of the Payments page.

Fig. 1. Payments subsection

Fig. 1 illustrates:

1. The left menu, with the filter tree.

2. The toolbar, with a button for creating a payment.

3. The search form, which allows for quick and advanced search of incoming payments.

4. Groups of incoming payments.

Groups of incoming payments

The groups of incoming payments are shown in fig. 1. These groups contain tables with lists of incoming payments. Click on a group name to collapse or expand it.

The following groups are available:

	Before – incoming payments, whose planned date is within the previous months (relative to the current month).
	This Month (Before) – incoming payments, whose planned date is within the previous weeks of the current month.
	This Week – incoming payments, whose planned date is on the current week.
	This Month (After) – incoming payments, whose planned date is on the next weeks of the current month.
	Next – incoming payments, whose planned date is on the next months (relative to the current month).

To the left of each incoming payment you can find a context menu button, which allows applying different actions to the selected incoming payment.

When you click

a context menu opens, which allows you to:

Add a comment – add a comment to the incoming payment. Comments are displayed on the incoming payment page.

Ask a question – ask a question about the incoming payment. The question and the answer are displayed on the incoming payment page.

Change status – change the status of the incoming payment.

Edit – edit the incoming payment. The editing form is similar to the form for creating an incoming payment.

You can configure the list of incoming payments in each group by marking the required statuses.

Payment status

Incoming payments in ELMA can have several statuses (fig. 2).

Fig. 2. Payments statuses

	Overdue – the payment was not received by the planned date.
	Planned – a planned incoming payment.
	Received – received payments.
	Canceled – canceled payments.

Users change payment statuses manually. There are two ways to do this:

click Change status in the context menu;
click Change status on the payment page.