The Payment Details table displays all payment records with the following columns:

  • Date: Payment date.
  • User: Name of the user associated with the payment.
  • Roles: Role of the user (e.g., Centre Admin, Kiosk).
  • Payment For: Purpose of the payment (e.g., Travel, Bills, Food).
  • Status: Current status of the payment (e.g., Paid, Pending, Rejected).
  • Amount: Payment amount.
  • Mode: Mode of payment (e.g., Online, Cheque, Bank Draft, Cash).
  • Type: Type of payment (e.g., regular, one-time).
  • Actions: Edit or delete a payment record.

Actions

  1. Edit (Pencil Icon): Modify the details of an existing payment.
  2. Delete (Trash Icon): Remove a payment record.


2. Adding a New Payment

To add a new payment:

  1. Click the Add Payment button on the bottom right of the page.
  2. Fill out the following fields in the form:
    • Date: Select the payment date from the calendar.
    • User: Choose the user from the dropdown list.
    • Role: Select the role associated with the user.
    • Payment For: Choose the purpose of the payment (e.g., Travel, Bills).
    • Payment Status: Select the current status (Paid, Pending, or Rejected).
    • Payment Amount: Enter the amount to be paid.
    • Payment Mode: Choose the payment mode (Cash, Online, Cheque, Bank Draft).
    • Payment Type: Specify the payment type.
    • Approving Authority: Enter the name of the approving authority.
    • Remarks: Add any additional notes or comments.
  3. Click Add to save the payment record or Clear to reset the form.


3. Searching and Filtering Payments

  • Use the Quick Search bar to locate specific payment records by keywords.
  • Adjust the Show Entries dropdown to change the number of records displayed on the page.


4. Sorting and Status Overview

  • Sorting: Click on the column headers to sort records (e.g., by Date, Amount, or Status).
  • Status Summary: At the top-right corner, view the summary of payment statuses:
    • Total Record: Total number of payments recorded.
    • Paid: Number of payments marked as "Paid."
    • Pending: Number of payments awaiting processing.
    • Rejected: Number of rejected payments.

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