Record & review payments
Keep receipts and payment status linked to the right commercial record.
Where to go
Finance → Payments
Step by step
Open the relevant order/payment record within your permitted scope.
Check due amounts, currency and the agreed payment schedule.
Record an actual receipt with the correct date, amount and reference.
Save and confirm the outstanding amount and linked history.
Demo: record a sample partial receipt and check that the remaining balance stays visible.
FAQ
Does recording a payment transfer bank money?
No. It records receipt/payment information in CRM; it is not a bank transfer instruction.
Read related guide →Reviewed 10 October 2026 · CRM 0.53.1