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Payments on a Deal Page

The payments section on a deal page (fig. 1) contains the table with incoming payments of the deal, and a summary table on all the incoming payments of the deal.

Fig. 1. Deal page. Payments section

You can perform the following actions:

– edit a payment;
– delete a payment; to delete a payment the user must have Full access permissions to the CRM module or the "Delete Payments" section.
set the planned date of the payment. To do so, click Set in the Planned Date column; in the opened dialog box, enter the planned date and click Save;
set the invoice issuing status. To do so, click Set in the Invoice Issued column and select Yes/No in the opened dialog box;
change the payment status. To do so, click on the current status in the Status column, select the new status in the opened dialog box and click Save;
sort the data in the table by a certain column. To do so, click on a column name. To reset the sorting, click on the column name again.

Click

below the table to open the form for creating a new payment.

The summary table contains total amounts of incoming payments.