Other Actions for Payments Received

Let’s have a look at the various actions that can be performed upon Payments Received in Erpisto.

Edit Payments Received #

You can edit the details of any payment received. Here’s how:

• Go to Sales > Payments Received.
• Select the payment you want to edit.
• Click the Pencil icon on top of the page.
• Make the changes.
• Click Save.

Download as PDF #

You can download any payment received as a PDF. Here’s how:

• Go to Sales > Payments Received.
• Select the payment receipt you want to download.
• Click the PDF icon on top of the page.

Print Payments Received #

You can print the details of any payment received. Here’s how:

• Go to Sales > Payments Received.
• Select the payment receipt you want to print.
• Click the Print icon on top of the page.
• Check the Preview and click Print.

Mail Payments Received #

You can email any of the payments received to your customers. Here’s how:

• Go to Sales > Payments Received.
• Select the payment receipt you want to email to your customer.
• Click the Email icon on top of the page.
• Check the preview of the email and click Send.

Attach Files to Payments Received #

To attach files to your payment:

• Go to Sales > Payments Received.
• Select the required payment.
• Click the Attach icon on top of the page.
• Select the desired option and attach your file(s).

Delete Payments Received #

You can delete any invoice or retainer payment that you’ve recorded in Erpisto. Here’s how:

• Go to Sales > Payments Received.
• Select the payment to delete.
•  Click More > Delete.
• Click OK to confirm.

Export Payments #

You can export all the payments received in Erpisto in the CSV or XLS format. Here’s how:

• Go to Sales > Payments Received.
• Click the Hamburger icon in the top right corner of the page.
• Select Export Payments.

• Select the necessary fields.
• Click Export