Payments

Section: Sales & Billing
URL: /admin/payments
Page title: (2) Încasări

Overview

The Payments module records cash inflows against invoices, supports multiple payment modes, and reconciles balances per client.

Business value

Records every cash inflow against the right invoice and customer, supports multiple payment methods (bank transfer, card, cash, online gateways), and reconciles balances so finance always knows who owes what.

Who uses it: Finance / AR, controllers, sales operations
Key benefit: Replaces the "Excel of payments" with an authoritative record that reconciles itself.
Metrics it influences: Days-sales-outstanding, % cash applied automatically

Typical use cases:

Match a bank transfer to an open invoice — partial-payment friendly
Track partial collections without losing visibility on what's still owed
Pull a per-client statement for reconciliation calls

At a glance

Accessing this module

From the admin sidebar, navigate to Payments, or open the URL directly:

/admin/payments

List view

The list view shows existing payments records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Payments from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`GET`	`{{base_url}}payments?nr_page=&per_page=`	List all Payments
`GET`	`{{base_url}}payments/1`	Show One
`DELETE`	`{{base_url}}delete/payments/1`	Delete Item

See the full payload schemas, query parameters, and example responses in the API reference (Payments).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/payments