How do I Customize the Receivables App?

The Customer Payments App is where you can keep track of any payments received from your customers. This application, in collaboration with the Invoice App, allows you to differentiate your invoicing from payment collecting. An invoice is a payment request, whereas the customer payments app records the payments made by your customers. This app, which is packed with advanced features, can also be customized.

Steps to Configure Customer Payments App

• Log in and access Customer Payments App from your universal navigation menu bar.
• Click on the More(...) icon and select Settings from the App header bar.

• You will be redirected to the Settings page. Customer Payments App can be customized in the Settings page. Various Setting configurations include:

General

• Collaboration
• Quick links
• Tags

Email

• Email templates

Payments

• Payment methods

Customize App

• Master Layout
• List Layout
• Views

Related Links

• Receivables app notifications
• Create custom attributes
• Customize left panel views
• Customize payment methods