Open a payment and generate its PDF
Review payment evidence and create a receipt PDF.
Before you start
These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope.
Follow these steps
- Open the linked contract, invoice or payment from its request or CRM register.
- Review payment evidence and create a receipt PDF.
- The payment ID must belong to an accessible invoice/customer.
- The linked CRM record reflects the intended change and financial totals reconcile.
Fields, rules and limits
- The payment ID must belong to an accessible invoice/customer.
Check it worked
The linked CRM record reflects the intended change and financial totals reconcile.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
The payment ID must belong to an accessible invoice/customer.
Why is the record or action unavailable?
These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope. Check the current company and record relationship before requesting additional access.