The payment reconciliation is managed easily under a single
page, and it helps to track the record payment history of all the transactions.
The user can track the
payments to monitor all the payment history in a single place. With our new
update, users can easily manage all their income across the modules on our new
|You can use select the “Filter by Organization” option, choose the desired organization, and select the “Apply Filter” button.|
With our new update now, businesses can filter payment transactions based on their mode of payment.
The Customer management module also includes the payment history and payment details of customers. The user can easily view all the financial transactions related to a particular customer under the customer details page.
1. Select the “Customers” module from the left panel and select the Customer for whom you want to view the recent financial transactions.
2. Choose the “Recent Transactions” section on the right to view the recent payment details. You can view a further list of transactions from the “More Transactions” link on the card.
You will then
be redirected to the “Payment Transactions” module.
With this new feature, businesses can view the recent transactions from the customer module itself and thus, eliminating the need for the user to switch between multiple modules.