Payments

The Payments module helps you to track your incoming and outgoing payments.

How to use

You may create a Payment from the Payments module. To create a new Payment, follow below step:

  1. Go to All > Admin/Finance > Payments at the navigation area.
  2. Click on the + Add Record button as shown below:

    paymnet

    Once you have clicked the button, your screen should appear just like the figure below:

    paymnet1

  3. Enter Payment information. Fields marked with an asterisk [ * ] are mandatory.
  4. Once done, click the Save button to transfer your data to your Second CRM database.

To View Payment details information:

  1. Click on the Payment name and your screen should appear just like below:

    paymnet2

  2. The right side tab will display a view of the relations of the Payments module with other modules, and maintains a log of the Payment’s complete history in Second CRM.

You can perform following operations by clicking on the Actions drop down button in list view:
  • Select Edit to modify selected record(s).
  • Select Delete to delete selected record(s).
  • Select Import or Export to Import or Export a list of Payments.
  • Select Find Duplicate to find duplicate record(s).

List of operations you can perform on detail view of a Service Request record:
  • Click Edit to modify the record.
  • Click More > Delete to delete the record.
  • Click More > Duplicate to clone the record.
  • Click More > Export to PDF to export the record in PDF format.
  • Click More > Send Email With PDF to send an email with the record in PDF format

You may export the Payment in PDF format or send a PDF copy of the Payment in an e-mail to customers directly from the Payments detail view.

If you want to view or send the Payments in PDF format, you must have set your company information and terms & condition in advance.

To EXPORT the Payment in PDF format:

  1. Go to Paymentsand click on the Payments Ref to enter detail view.
  2. In the detail view of that record, click More > Export to PDF as shown below:

    paymnet3

To SEND EMAIL with PDF

  1. Go to Paymentsand click on the Payments Ref to enter detail view.
  2. In the detail view of that record, click More > Send Email with PDF as shown below:

    paymnet4

  3. Then, a compose email window will open which contains the Payment as an attachment. You can add additional text to the e-mail.


Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.