Frequently asked questions
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Clients payments
Q
Is it possible to add a payment mean ?
R
Yes, it's possible.
You can edit your parameters lists in the "Parameter my documents" section, by selecting the "Edit my list" in the corresponding dropdown menu.
A new bloc will appear which allow you to organize your different options.
To go even further, you could for example also specify your Paypal informations inside the global information text block.
You can edit your parameters lists in the "Parameter my documents" section, by selecting the "Edit my list" in the corresponding dropdown menu.
A new bloc will appear which allow you to organize your different options.
To go even further, you could for example also specify your Paypal informations inside the global information text block.
Q
How to record a payment ?
R
Once your invoice is sent to your client, the option to "Record a payment" appears.
On press, this button opens a small form to specify the amount (in currency or percent).
A payment can be partial ou total.
Payements history is then shown bellow the menu, to the left of your invoice.
On press, this button opens a small form to specify the amount (in currency or percent).
A payment can be partial ou total.
Payements history is then shown bellow the menu, to the left of your invoice.