Payments

In the Payments section of Plan A ERP, you have the ability to create, edit, and delete payment records. This allows you to accurately track and manage all financial transactions related to your business.

To create a new payment, click on the "Create" button and enter the required details such as the payment date, amount, account, vendor, category, reference, and description. You may also attach a payment receipt if necessary. Once all the information is entered, click "Save" to create the payment record.

If you need to make any changes to an existing payment, locate the payment record in the list and click on the "Edit" button. This will allow you to update any information related to the payment, such as the payment date, amount, or description. After making the necessary changes, click "Save" to update the payment record.

To delete a payment, simply locate the payment record in the list and click on the "Delete" button. Confirm the deletion when prompted, and the payment record will be permanently removed from the system.

Please note that deleting a payment record will also remove it from any associated reports or financial calculations. Exercise caution when deleting payments to ensure data integrity.

By effectively managing your payments in Plan A ERP, you can maintain accurate financial records and have a clear overview of your business's financial health.