Step-by-Step Guide to Recording Payments in CRMLeaf

In CRM Leaf, a payment records the receipt of money from a client against an invoice. This ensures accurate tracking of your receivables and keeps your sales and financial records up to date.

How to Add a Payment

To manually record a payment:

• Go to the Payments section.
•  Click on Add Payment.

Fill in the following payment details:

Payment Fields

• Project
• (Optional) Associate the payment with a specific project.
• Invoice:Select the invoice the payment corresponds to.
• Paid On:The date the payment was received.
• Amount:The total amount received from the client.
• Currency:Select the payment currency.
• Exchange Rate:Required only if the payment is made in a currency different from your system’s base currency.
• Transaction ID:Enter the reference or confirmation number for the payment.
• Payment Gateway:Select the payment method used (e.g., Stripe, PayPal, Cash, Bank Transfer).
• Bank Account:Choose the account where the payment was deposited.
• Receipt:Upload a receipt or supporting document if available.
• Remark:Add any internal notes or comments about the payment.
• Click Save to record the payment.

How to Add a Bulk Payment

Bulk payment allows you to apply a single payment across multiple invoices for the same client or process multiple payments efficiently.

•  Navigate to Bulk Payment.
• Click Add Bulk Payment.
  Use the following fields:
• Bulk Payment Fields
• Filter Invoice by Client:Select a client to list their open invoices.
• Select Payment Method:Choose the payment mode (e.g., Bank Transfer, Cheque, Cash).
• Offline Payment Method:If using an offline option, specify the method.
  Then, for each invoice:
• Invoice Number:Identifies the invoice to apply payment.
• Payment Date:The date the payment was made.
• Payment Method:How the payment was received.
• Bank Account:Where the payment was deposited.
• Transaction ID:Enter the transaction reference number.
• Amount Received:The amount being applied to this invoice.
• Invoice Balance Due:Displays the remaining balance after payment is applied.Click Save to record all selected payments.

Export in Payment

CRM Leaf provides an Export option to download payment records:

• Go to the Payments section.
• Click on Export.
  An Excel (.xlsx) file is generated containing all payment details.