OpenCRM Product Updates

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Nov 24

Importing Payments Against Invoices

OpenCRM Online
• November 29, 2024

This feature adds the ability to import Payments and allocate them against invoices. It also ensures the Invoice balances are updated when the Payment Activities are imported.  

Payment activities are automatically linked to the invoices company and contact (either through import or normal record save). For more details on how Payments in OpenCRM work, please refer to this FAQ