# Payments ## Overview The **Payments** tab shows all installments that are due to be collected across all units in all projects. This is the main daily working screen for the finance team. --- ## What You See

Column	Description
\#	Installment number.
Type	Payment type (e.g., Down Payment, Quarterly, Monthly, Reservation Fees, Maintenance).
Amount	Installment amount.
Client	Client name — clickable to open their profile.
Unit Details	Unit code, Building, Project.
Delivery Date	Due date for this installment.
Pay Option	Payment method used (e.g., Cheque, Cash, Transfer).
Cheque	Cheque number if applicable.
Bank	Bank name if applicable.
Status & Note	Current status of the payment and any notes.
Actions	PAY or ATTACH buttons.

> 💡 Payments highlighted in **red/pink** are delayed — their due date has passed. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/L5fimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/L5fimage.png) --- ## Filters

Filter	Description
Date	Filter by payment due date (From / To).
Project	Filter by project.
Client	Filter by client name.
Paying Option	Filter by payment method (Cheque, Cash, Transfer, etc.).
Payment Type	Filter by installment type.
Payment State	Filter by payment state (Late Payment Status values from Finance Settings).
Payment Status	Filter by status.

--- ## How to Collect a Payment (PAY) 1. Find the installment in the Payments tab. 2. Click **PAY**. 3. The pay screen shows:

Field	Description
Pay	Full payment option (selected by default).
Pay Partially	Enable to collect a partial amount. Enter the amount in the field next to Pay Partially. You can add multiple partial payments using the Add Payment button — each with its own date and amount. Example: split one installment across two payments on different dates.
Total	Shows the total being collected.
Diff	The difference between the installment amount and what's being collected.
Is Penalty	The Diff field shows the difference between the installment amount and what's being collected. If you collected less than the installment amount: leave Is Penalty unchecked → the difference is recorded as a Client Benefit (goes to Client Benefits tab). If you collected more and check Is Penalty → the extra amount is recorded as a Penalty (goes to Penalties tab).
Note	Free text note.
Paying Options	Select the payment method (Cheque, Cash, Transfer, Deposit, etc.). These options are configured in Finance Settings → Paying Options.
Collection Date	The date the payment was actually received. Use this when the physical payment (e.g., cheque) was received on a different date than when it's being entered. Example: client gave you a cheque on Thursday at 6PM but you're logging it on Sunday — set Collection Date to Thursday.

4. Click **PAY** to confirm. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/YO4image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/YO4image.png) --- ## ATTACH Button Use **ATTACH** to upload a document or file related to a specific payment (e.g., cheque scan, transfer receipt).

Field	Description
Pay	Full payment option (selected by default).
Pay Partially	Enable to collect a partial amount. Enter the amount in the field next to Pay Partially. You can add multiple partial payments using the Add Payment button — each with its own date and amount. Example: split one installment across two payments on different dates.
Total	Shows the total being collected.
Diff	The difference between the installment amount and what's being collected.
Is Penalty	The Diff field shows the difference between the installment amount and what's being collected. If you collected less than the installment amount: leave Is Penalty unchecked → the difference is recorded as a Client Benefit (goes to Client Benefits tab). If you collected more and check Is Penalty → the extra amount is recorded as a Penalty (goes to Penalties tab).
Note	Free text note.
Paying Options	Select the payment method (Cheque, Cash, Transfer, Deposit, etc.). These options are configured in Finance Settings → Paying Options.
Collection Date	The date the payment was actually received. Use this when the physical payment (e.g., cheque) was received on a different date than when it's being entered. Example: client gave you a cheque on Thursday at 6PM but you're logging it on Sunday — set Collection Date to Thursday.