Payment refers to the management of payment transaction details for each invoice like credit/debit card and Net Banking.
NOTE: Online gateway configuration for paypal, stripe and authorized.net is available for Enterprise edition user. Contact FieldAx support for the same.
- Required fields are Amount Paid, Payment Date and Type.
- If you need to specify payment details, click ‘New payment’ button .
- You can store the information on payment like invoice number, paid amount, status of the payment, type (credit/debit), paid by.
- So you can track amount paid by whom, pending amount need to be paid, paid amount.
Fig 1 :- New payment page
Payment Fields :
|Field Label||Data Type||Description|
|Amount Paid||Currency(10, 2)||Total amount of product|
|Comments||Text Area(255)||Payment Comments|
|Paid By||Text(100)||Value of Paid amount|
|Payment Date||Date||Payment date|
|Status||Picklist||Payment Status Like Pay (or ) Pending|
|Type||Picklist||Payment Status like Debit/Credit|