Payments and receivables

Received payments and receipts

Can I see all the payments I received?

Yes. The received payments list gathers everything collected, filtered by date, customer and rep, and each row opens its receipt to share it. The home screen also compares sales against collections for the last 7 days.

Where it works
On the web and in the app
Received payments list with method, rep and amount
CRM screenshot with sample data.

Other ways to ask

  • Can I see how much each rep collected?
  • Can I resend a receipt?

Related topics

See all frequently asked questions →

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