Manage Payment Received

The Manage Payment Received section allows you to log and maintain records of all payments received from clients. This functionality ensures that your financial transactions are accurately tracked and easily accessible.

Dashboard Overview

On the dashboard, you can view the following information for each transaction: - Date of payment - Customer name - Payment mode - Transaction details - Invoice number - Amount received - Currency - Last modified date

Click on any invoice to view the full details.

From the detailed view, you can: - View the full invoice - Download or print it - Send a payment confirmation via email or SMS

Adding a New Payment Record

To record a new payment: 1. Click on the Add New button. 2. A new entry form will open.

Fill in the following details:

• Customer Name: Select the customer for whom you're logging the payment.
• Amount Received: Enter the total payment amount.
• Bank Charges: Optionally, input any transaction fees applied by the bank.
• Payment Date: Auto-set by the system.
• Payment Reference Number: Useful for future traceability.
• Payment Mode: Choose the mode of payment.
• If a mode isn't listed, click Configure Payment Mode to add it.
• Tax Deduction: Specify if any TDS or tax was deducted on this payment.
• Amount Breakdown: A summary will appear below based on the entered values.
• Notes / Remarks: Add any internal notes about the payment.
• Attach Files: Upload any relevant supporting documents.

Once complete, click Save to record the transaction in the system.

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