Step-by-Step Guide to Adding Payments in Your Dashboard: A Comprehensive Walkthrough

STEP 1: Click on "Finance" in the Dashboard

• Navigate to the left sidebar of the dashboard.
• Click on the Finance link to access financial information.
• Ensure you are on the Dashboard page before proceeding.
• This action will lead you to the Finance section for further tasks.

STEP 2: Click on "Payments" in the Dashboard

• Navigate to the "Payments" section in the sidebar.
• Click on the highlighted "Payments" link to access payment options.
• Ensure you are on the correct page by checking the heading and content displayed.
• Proceed to the next step by clicking on "Add Payment" after accessing the Payments section.

STEP 3: Click on "Add Payment"

• Navigate to the Payments section.
• Click on the Add Payment button located at the top left of the payment table.
• Ensure all required fields marked with an asterisk (*) are filled out in the subsequent form.
• Review the information before proceeding to the next step.

STEP 4: Select "Project"

• Click on the "Project" dropdown in the Payment Details section.
• Choose the relevant project from the list that appears.
• Ensure that the selected project aligns with the payment being processed.
• Proceed to the next step by selecting "Invoice."

STEP 5: Select "Invoice"

• Click on the "Invoice" field to choose an invoice from the dropdown.
• Ensure the field marked with an asterisk (*) is filled, as it is required.
• After selecting, proceed to the next step by selecting "Paid On".

STEP 6: Select "Paid On" Date

• Click on the "Paid On" field to select the date.
• Ensure the date format is correct (YYYY-MM-DD).
• This field is required; make sure to fill it before proceeding.
• After selecting the date, continue to the next step to enter the "Amount".

STEP 7: Enter "Amount"

• Click on the "Amount" field (marked with an asterisk) to input the payment amount.
• Ensure the amount is entered in the correct format (e.g., 10000).
• This field is mandatory, so do not leave it blank.
• Proceed to the next step by selecting the "Currency" option.

STEP 8: Select "Currency"

• Click on the "Currency" dropdown to choose your desired currency.
• Ensure that the currency selection is relevant to your payment.
• Look for any required fields marked with an asterisk (*) to complete the form accurately.
• Proceed to the next step by entering the "Transaction Id."

STEP 9: Enter "Transaction Id"

• Click on the "Transaction Id" field highlighted in red.
• Enter the transaction ID of the payment in the provided input box.
• Ensure that all required fields marked with an asterisk (*) are filled out before proceeding.
• After entering the transaction ID, you can move to the next step by selecting the "Payment Gateway."

STEP 10: Select "Payment Gateway"

• Click on the "Payment Gateway" dropdown in the form.
• Choose the appropriate payment gateway from the list.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
• Review your selections before moving to the next step.

STEP 11: Click "Bank Account" to Select Payment Method

• Navigate to the Payment Details section.
• Click on the Bank Account dropdown.
• Select your desired bank account from the list.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by adding the Receipt.

STEP 12: Click to Upload Receipt

• Click on the highlighted area labeled "Receipt" to upload your file.
• Ensure the file you choose is relevant to the payment.
• This field may be required based on your organization's policy.
• After uploading, proceed to the next step to add a "Remark."

STEP 13: Add "Remark" for Context

• Click on the "Remark" field to enter additional context about the payment.
• This field is optional; you can summarize the payment details here.
• Ensure all mandatory fields marked with an asterisk (*) are filled before proceeding.
• After entering the remark, continue to the next step by clicking the "Save" button.

STEP 14: Click on "Save" to Finalize Payment Details

• Ensure all required fields are filled out, marked with an asterisk (*).
• Review the "Remark" section for any additional notes.
• Click the Save button at the bottom of the form to submit your payment details.
• If needed, use the Cancel button to discard changes.