Payment transactions are stored in the preconfigured Payments section.
You can regularly upload new payments to Creatio using the basic Data Import tool and automate binding payments to invoices using a business process or data import in accordance with the data in payment purpose.
For companies that do not use Invoices, but only Orders and/or Contracts, the Payments section can be set up additionally for binding payments to orders or contracts.
How to start using the template:
Add the Payments section to the workplace.
- Configure access rights for the Payments section according to your company's security policy.