Browse


Narrow Search

Feature
Role
Can't find what you need?
Contact Us

Reset Search
    Search Knowledge Base
 
Article

Recording advance payments

« Go Back

Information

 
Summary
-

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.

 
  1. From Comp
    1. Go to a comp if you have the comp record created and click on log a payment
    2. Enter all the details and click Log a payment and Close

  2. From Company

    1. 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

    2. Enter the details and click Save

 Next: ​Apply Payment Credit

Feedback

 

Was this article helpful?



   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255

 

Apto