Add New Payments (Received)

In this topic, we'll show you how to add new Payments.

From the Payment Received Dashboard

  1. Click on the Payments module from the left navigation.

      

  2. Click on Payment Received.

      

  3. Click on the Add New Payment link. A white screen with a link will only show until you haven’t added any Payment to the project. Once you add a Payment, you will see a Add New Payment button located on the top right corner of the screen. You can click on this button to add new Payments.





  4. Click on the Payment Application dropdown and select the payment application from the drop down list. Please note that received payments will only be logged against a Payment Application and so it is a mandatory field. If you haven’t added any Payment Application yet, you can add it by using the Payment Applications module.





  5. Enter a name (by whom, you got payment) in the From field.



  6. Click on the Date field and select a date from the calendar.





  7. Enter an amount in the Total Amount field.



  8. Click on the Attach Files drop down.



  9. Select the Attach From Computer option and select the files that you want to attach with the Payment.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  10. Click on the Save & Close button.



  11. The Payment will be successfully logged.

Save

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