With version 2.97 we implemented a new object called Payments. This object will be used to save payments.
A payment can be created for multiple Invoices or an Invoice can have multiple payments.
1. How to create a Payment
- Go to the AppLauncher and search for Payments.
- Click New and create a record like in the screenshot below.
- After creating a Payment you may connect the payment with invoices and vice versa.
- Add one or more Invoices in the related list Paid Invoices to the Payment.
- Add one or more Payments in the related list Connected Payments to the Invoice.