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Conga Support

Payments Link

The Payments link in a Contract Profile is used to display a Payments browse screen, which records all the payments that have been made or received for the contract. The link is appended by a number, indicating the number of payment records stored in the profile.

To access the Payments browse screen, open a Contract Profile, and scroll to the Links section of the screen.

PaymentsLink.png

A

Payments link Click to display the Payments browse screen.

B

Payment records

Review the payment records in the payment stream.

Use the and icons in the Payment Stream header to collapse and expand the payment stream.

C

Edit icon Click to edit the payment stream.

D

Delete icon

Click to delete the payment stream.

  • To delete a payment record in the stream, click to display the stream in edit mode, and then click the payment record's icon.

E

Payment Forecasting icon Click to create or edit a payment forecast.

F

Add Stream button Click to add a new payment stream for the contract.

G

View Forecast button Click to review any existing payment forecasts.

H

Sort option

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

I

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.

J

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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