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➕ Add

To access this page, click the Add button in the top right corner of the Payments page.

Add Payment Button

Adding a Payment​

On this page, you can create a new payment linked to an existing invoice, purchase, or part.

Add Payment Page

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Fields marked with an asterisk * are required.

The form includes the following elements:

  • Invoice – here you can select the invoice you want to associate the payment with. If no invoice is selected, the payment will be created without one.
  • Client – here you can select the client to whom the payment is issued. Clicking on 🔍
    Popup showing all clients
    Tooltip preview     will show all the clients added to the system.
  • Part – a dropdown menu listing all added parts in the system. You can select a part to include in the payment.
  • Payment Name – in this field, you can enter a name for the payment that will appear in the payments list.
  • Purchase – a dropdown menu from which you can choose a purchase to add to the payment. It contains all the added purchases in the system.
  • Service – select a service to include in the payment. Clicking on 🔍
    Popup showing all services
    Tooltip preview     will show all added services in the system.
  • Income Category – a dropdown menu where you can select the source of the payment.
  • Description – in this field, you can add a description for the payment.
  • Date Received – you must select the payment date here. By default, it is set to the current date, but you can change it.
  • Amount Received – you must enter the amount received for the payment here.
  • Fee Amount – a field to enter a fee that will be included in the payment.
  • Payment Type – a dropdown menu from which you can choose the method of payment.
  • Reference Number – here you can enter a reference number for the payment.
  • Expense Fee Category – a dropdown menu where you can select the category to which the fee belongs.
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The options shown in the dropdown menus for Payment Type and Income Category can be added and modified from the system settings.