✨ Features
Payments
Record and track payments received against invoices.
Payment Methods
| Method | Description |
|---|---|
BANK_TRANSFER | Wire/bank transfer |
CASH | Cash payment |
CHEQUE | Check payment |
CREDIT_CARD | Credit card |
DEBIT | Debit card |
ONLINE | Online 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
Diagram source
graph TB
A["Invoice Sent"] --> B["Client Pays"]
B --> C["Record Payment"]
C --> D["Full Amount"]
C --> E["Partial Amount"]
D --> F["Invoice: PAID"]
E --> G["Invoice: PARTIALLY_PAID"]Permissions
| Action | Permission |
|---|---|
| View payments | PAYMENT_VIEW |
| Create/edit payments | PAYMENT_ADD_EDIT |
Related Pages
- Invoicing — invoice management
- ERP Overview — ERP module overview