Login to your Project Manager console.

Viewing Payments

  1. Go to Payments > Client Payments
  2. Here you can see a view of the Client Payments

Editing Payments

  1. Click the 'Edit' pencil icon on the right-hand side
  2. Change the details
  3. Click 'Save'

Filtering Payments

  1. Click on the 'Filters' button on the right-hand side
  2. Here you can filter by Client, Branch, Tag etc.
  3. Click the blue 'Filter' icon on the right-hand side
  4. Now you can view the filtered payments

Deleting Payments

  1. To delete a payment directly, Click the bin icon next to each payment on the right-hand side

 

  1. To delete multiple payments, Click the check-boxes on the left hand-side
  2. Click the 'Actions' button in the top right
  3. Click 'Delete'
  4. Select 'Yes'

Video Demonstration