Payments from Clients window

On the Payments from Clients window you can view and edit all Payment records from all Clients.

To open Payments from Clients window click Payments from Clients icon in the Navigation panel or select menu Navigation > Payments from Clients.

The general view of the Payments from Clients window:

Note: Your Base Currency is displayed in the upper right corner of the Payments from Clients window.

Right-clicking on the list and using the displayed menu you can see the selected record in a vertical view (thus all fields will be visible, no need to scroll), specify what columns to display and change their order. More details...

Double-click any record to open the Edit Payment window and change the Payment details (you can either select the Payment and click Edit button).

You can view all existing Payments or select only linked/not linked payments to be displayed. Use Status drop-down menu to select the condition for displaying:

Finally, on the Payments from Clients window you can also see the total figures for all Payments. Simply click the Calculate Totals button at the bottom right corner of the Payments from Clients window. In the pop-up Client Payments window displayed, you will see the Total Payments number, Linked and Not Linked number. Click OK to close the box.

See Also:

Payments page

Adding a new Payment

Deleting a Payment

Multi-Currency Support