Payment to Consultant

This section describes how to record payment of the Consultant for the session / service.

Steps to record Payment to Consultant

1. Click on Menu -> Sales -> Service Tasks, and select the particular Service Task.

2. In Services section, click on Record Payment button for the particular session / service.

3. "Mark Payment For" page is open, enter payment details here,

   • Date of Payment - Enter the date on which the consultant is paid for the session / service.

   • Record Amount - Enter the amount that is paid to the consultant.

   • Remarks - Add additinal remarks, if any.

4. Click on Record Payment button.

Alternate Method to pay Consultant

• Click on Menu -> General -> Team, and select the particular Consultant.

• Click on Transactions tab

• Click on Record Payment

• "Mark Payment" page is open, enter payment details here,

  • Date of Payment - Enter the date on which the consultant is paid for the session / service.

  • Record Amount - Enter the amount that is paid to the consultant.

• Click on Record Payment button.