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Check Payment in CRM

Description

This section explains how to check the payment in CRM

Procedure

STEP 1 - Start by selecting "Sales" from the Dashboard.

STEP 2 - Within the Sales section, choose "Payments".

STEP 3 - Click on the payment number you want to view.

STEP 4 - After reviewing the payment details, click "Save" to confirm.

STEP 5 - To download a record of the payment, click "PDF", then select "Download".

Video Demonstrates the Steps Above

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