Passa al contenuto principale

Payments

Record and track payments received against invoices.

Payment Methods

MethodDescription
BANK_TRANSFERWire/bank transfer
CASHCash payment
CHEQUECheck payment
CREDIT_CARDCredit card
DEBITDebit card
ONLINEOnline payment (PayPal, Stripe, etc.)

Payment Features

  • Invoice linking — associate payments with specific invoices
  • Partial payments — record multiple payments against one invoice
  • Payment notes — add context to payments
  • Currency tracking — payment currency may differ from invoice
  • Payment history — complete audit trail of all payments

Payment Flow

Permissions

ActionPermission
View paymentsPAYMENT_VIEW
Create/edit paymentsPAYMENT_ADD_EDIT