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Setup Account Manager Payment

This feature is presently in the Alpha Version. We're working on it. Please contact us for any queries.


The Payment feature lets you record the information of the payment you've made to your Account Manager.

Steps to add Payment to the Account Manager

  1. Go to Setup Account Manager Payment.
  2. Click on + button. A window will appear with various fields.

    2.1 User: Select the user from the drop-down menu.

    2.2 Amount: Enter the amount of money you've given to your account manager.

    2.3 Currency: You have the option to choose various currencies from the drop-down menu.

    2.4 Description: You can add any information about the payment in this field.

  3. Click Save to save the payment information. acc3