No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Logging Payments

Payments in the CRM can be taken a couple of ways:

  • Directly from an Invoice record.
  • By creating a new Payment record to apply to an Invoice.

Note: Payment will be automatically logged if you use web-quotes and the customer pays directly online. However, you can also manually log a payment within CRM to reflect financial transactions being managed externally.

Log a payment in an Invoice

If you navigate to an Invoice record, you’ll see a Make Payment button in the action bar. This will take you to the payment screen where you’ll be able to follow the process outlined below to log a payment.

Create a new Payment record

The other way to create a payment (and to access all payments) is to head to the Main Menu -> Sales -> Payments.

Here you’ll see a list of all past payments recorded in your system. To add a new payment, click New Payment in the upper right.

Enter the Payment details

This is the CRM’s payment screen.

  • If you’ve created a Payment, the first thing you’ll need to do is select an Account that the payment relates to. This can be either a customer or a contact. Once you’ve selected an account, the screen will update with any unpaid invoices related to that account.
  • If you used the Make Payment button in an Invoice, the Account field will populate automatically.

You’re able to select Invoices from this list using the small selectors on the left-hand side. The total amount will then be displayed in the Invoices Total tab below the grid and will be carried through to the payment amount.

Next, you’ll need to select the payment method. Depending on your setup/accounting integration the items on this list will vary. Select the appropriate payment method from the dropdown box. If you want to learn about making credit card payments, click here.

Following this you’ll see the option to relate the payment to a Ticket (this is optional but may come in handy if you require payments to be related to tickets that you log within the system).

The payment date will autofill, however, if you’re entering a previous payment you’re able to override this by selecting a past date (helpful for accurate reporting).

You can also choose to add notes (to provide additional details about the payment) or a customer reference if desired.

Once you’ve logged the payment, click Save and Close at the top of the screen. You’ll be taken to payment record outlining the general details, the description of the payment, and any Invoices that the payment was allocated to.

View all past Invoice payments

You can view all Payments in CRM from Main Menu -> Sales -> Payments.

Here you’ll see a list of all past payments recorded in your system.

Deleting Payments synced with MYOB

For databases linked to MYOB, you currently have the ability to delete synced Payments from CRM with the addition of a “Delete” button.

This works by deleting the record in MYOB, unlinking the record with CRM and then deleting the CRM record.

Please note that deletion of Payment synced with Xero is not yet available.

First Name*:
Last Name*:
Phone (Work)*:
Is there anything else we can help you with:
23 queries in 0.804