Record Payments

Orders allow you to track transaction details via Payments. You can record when a customer makes a payment, the date, amount and even the type of payment. This information is available in Orders Views and automatically updates the Order Summary pulled over from a Quote.

Using Payments allows you to quickly see a balance due.

If you do not see the Payments section an Admin User in your database will need to add that permission to your User Role.

For more information on using Payments and Roles see Related Articles below.


  1. Open an Order.
  2. Click on the Add Payment icon, enter the payment details then click Create.create a payment
  3. The information is now displayed under Payments and subtracted from the Total in the Order Summary.summary of payments