Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

Tutorial 9 - Receiving and allocating payments

In this lesson we will enter the payments we received

To see the orders and invoices at any given moment you can click on 1 Order Desk to display the Order Desk on the 2. right


You can enter any number of payments for a specific invoice. To enter a payment requires 3 steps.

1. Click on the invoice
2. Click on the Payment button (3 above)
3. Enter the payment details


The amount in 1 is the total amount of the invoice.
The amount in 2 is the amount of this payment

In the final display of the Order Desk we have made 2 payments for 1 invoice. the payments show in red while the invoice total shows in black.