Recording payment
When a deal transitions to the Paid stage, the system requires payment information. The transition is rejected if this information is not provided — you cannot move a deal to Paid without recording a payment.
Payment fields
| Field | Description |
|---|---|
Payment type |
How the payment was made. The available types are wire transfer and cash. |
Amount |
The payment amount. Must be a positive number (minimum 0.01). |
Payment date |
The date the payment was received. Required. |
These fields are entered as part of the stage transition.
One payment per deal
CityScreen Deals records a single payment per deal. The payment record confirms that the deal has been paid and keeps the basic details of that payment.
Payment in the activity feed
When a deal transitions to Paid, the state-change record in the deal’s activity feed includes the payment details alongside the stage transition.
Currency
The currency shown on payments is the organization-wide currency setting.
See organization settings for the currency setting.