Payments

In Contracts, the Payments tab shows payments made to contracts. You can add, update, and delete payments for the contract. ​

Your organization's administrator sets up a default form within the Classic TMS modules. The display of tabs, field groupings, and fields varies depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In the Payments section, you can view and add a payment to a contract.

• Payment method: Identifies how the payment is made. Options typically include check, credit card, or other supported methods. It helps categorize the transaction for processing and reporting.

• Payment date: The date the payment is made or scheduled to be made. It's used for tracking and reconciliation purposes.

• Payment amount: The total amount paid. It reflects the actual dollar value of the payment and is essential for financial records and contract compliance.

Add payment

Add payments directly within the Contract > Payments tab to efficiently track payments made to contracts.

1. Go to Contracts > Quick Search or Query and find a contract.

2. On the contract's page. select the Payments tab.

3. In the Payments section, click Add.

4. In the Add payment window, enter the Payment method, Payment date, and Payment amount.

5. Click one of the following:
   • Add to add the payment.
   • Add another to add and then clear the values to add another record.

Update payment

Update a payment if details change to ensure data accuracy or address other considerations.

1. In the Payments section, select Update from the Actions menu on the left of a row.

2. In the Update payment window, make changes.

3. Click Update to save.

   The payment updates.

Delete payment

Delete a payment to maintain data accuracy, correct user input errors, or ensure compliance with financial and operational policies.

1. In the Payments section, select Delete from the Actions menu on the left of a row.

2. In the confirmation message, click Delete.

   The system removes the payment from the contract.

3. Click Update to save.