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Payment transactions

Keeping track of the settled payments
Application type
    Product description
    Product description

    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.
    Product compatibility
    Sales (commerce)
    Sales (enterprise)
    7.11 and up

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