To record a payment for an invoice in Nexved CRM, follow these simple steps:
Recording Payment:
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View Invoice:
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Go to the Invoices section and open the invoice for which you want to record the payment.
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Record Payment:
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Click on the Record Payment button. A new view will open where you can enter the payment details.
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Payment Records:
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Invoice-Only Payments: Payment records can only be added from within an invoice. There is no option to add a payment record without an invoice.
Email Notification After Payment:
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After recording the payment, an email will be automatically sent to the client, informing them that the payment has been recorded for their invoice.
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To modify the email content for this notification, navigate to Setup → Email Templates → Invoice Payment Recorded.
This feature ensures that payment records are properly tracked and clients are notified of the payment status directly via email.