The Client Payments feature in Fullness CRM allows you to log and track financial transactions related to a specific client. This helps maintain accurate records of payments, making it easier to monitor account activity and client balances.
Follow the steps below to Add Client Payments in Fullness CRM.
- Navigate to Client Management
- From the Fullness CRM dashboard, locate the side menu.
- Click on the Client Management section to open the client list.
- Open the Client Profile
- From the client table, select and open the client profile where you want to log the payment.
- Access the Payments Section
- Inside the Client Profile page, navigate to the Payments section.
- You can open this section through the top menu bar within the client profile or through the Quick Actions panel on the main client page.
- Add a New Payment Entry
- In the Payments section, click the Plus (+) button to create a new payment record.
- Select the Payment Type
- After clicking the Plus (+) button, you will be prompted to select the type of payment:
- Debit
- Credit
- Choose the appropriate option depending on the transaction being recorded.
- After clicking the Plus (+) button, you will be prompted to select the type of payment:
- Enter the Payment Details
- After selecting the payment type, enter the payment amount.
- You may also add a relevant note if additional context or details about the transaction are needed.
- Save the Payment Record
- Once the information is entered, click the Save button to record the Client Payment.
The payment entry will now appear in the Payments section of the client profile, allowing you to keep a clear record of all financial transactions related to that client within Fullness CRM.
