Apto allows you to record payments before booking a deal.Payment can be created against a company or contact. Follow these simple steps to log a payment.
Next: Apply Payment Credit
- From Comp
- Go to a comp if you have the comp record created and click on log a payment
Enter all the details and click Log a payment and Close
Find the payments section in the company related list. If it is not available, ask your administrator to add payment to the related list.
Click on New Payment
Enter the details and click Save