All contact's payments right in the card

Clients and leads (CRM)

The contact card displays the entire billing history associated with the contact. The card reflects incoming and outgoing payments, the total amount and detailed information for each individual payment, whether it is a payment created or planned. In a report that is available in the contact card, any payment can be quickly found — filter it by transaction, by date of creation or creation, by cashier, by the document number, by the account through which the payment was made, by categories: salary, purchase, office expenses, taxes and so on.
2017-12-05 17:19:47 Кирилл
Это можно вести бухгалтерский учет в системе? И все платежи буду в ней храниться за все года пользования?
2017-12-05 17:24:35 Александр
Добрый день!
Совершенно верно - Вы можете вести учет в карточках контактов - так же выводить в форме списков. Информация будет хранится всегда
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