Payments

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Gestan allows you to record payments made by your contacts.

It’s a sort of reminder that allows you to record payments made by contacts for your association, for example.

First activate payment management for the user: with the settings screen accessible via Enterprise→User options→Buttons, Menus, Widgets , check the box Payments.

Then, via Contact → Payments → Types of payments, open the management of payment types screen. The payment type allows you to save a default wording and amount, which will make entry easier.

Finally, via the general parameter of Gestan, you have a combo allowing you to record additional information, for example the services to which the payment gives access.

**Access: ** via Contacts → Payments → List of payments.

The screen presents the list of payments made.

The New button allows you to record a new payment. Please note, recording a payment does not create the corresponding receipt entry; it must be created separately.

You can display, or not, the “Payments” tab of the contact list screen via the configuration of user menu options screen.

Other “Accounting” articles