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Conga Support

Payments Screen

This page applies to: Conga Contracts

The Payments feature is used to track the exchange of money in accordance with the terms of a contract.  Payments recorded in the Payments browse screen in a Contract Profile can be for monies received by your company for providing goods or services, or to track monies paid by your company for receiving goods or services.

To access the browse screen, open a Contract Profile.

Payment1.png

A

Payments link

Click display the Payments browse screen.

B

Payment Stream

Locate a payment stream, whose name appears in a gray header.

Each payment stream lists the individual records in the stream, and is expanded by default.

C

Payment records

Review the payment records in a payment stream.

A payment record captures invoice and payment information, and any notes recorded for the payment.

D

Edit Payment icon

Click Icon Edit.gif to edit the payment stream.

E

Delete Payment icon

Click Icon Delete.png  to delete the payment stream.

F

Payment Forecasting icon

Click to review, generate, or edit a payment forecast for the payment stream.

G

Add Stream button

Click to add a new payment stream.

H

View Forecast button

Click to review payment forecasts for all payments streams.

I

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

J

Column display To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

K

Reorder and Resize options
  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.
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