Received payment

Detailed Guide to Adding a Received Payment

Easily record received payments with the following steps to ensure your financial records are accurate and up-to-date.

How to Add a Received Payment

1. Navigate to Bills and Expenses

   • Select Client from the menu and choose the specific client.
   • Go to the Bills and Expenses section. 

2. Create a New Received Payment

   • Click on "Create New" and select "Received Payment" from the options. 

3. Enter Payment Details

   • The Off-canvas Form for the received payment will appear. Fill in all the required details and click "Save" to finalize.

Fields in the Received Payment Off-Canvas Form

• Name: Enter the name associated with the payment (required).
• Date: Select the date the payment was received, using the calendar icon for easy date selection (required).
• Amount: Specify the amount of the payment (required).
• Payment Type: Choose the payment method (e.g., card, cash, transfer).
• Description: Provide any relevant details or notes about the payment.
• File Upload: Drag and drop up to 4 files (images or PDFs) to upload related documents.

Action Buttons

• Save: Click to submit the payment information entered.

Once the received payment is added, it will automatically appear in both the Bills and Expenses section and Money Matters, ensuring complete visibility and accurate tracking of your financial transactions.