Today, we’re going to explore the Payment section within Leads AI. Upon accessing this feature, users are presented with an overview of their total payments, total payments made this month, total payments made this week, and the total payments made in the last 30 days. This comprehensive overview provides users with a clear understanding of their payment history within the platform.
Users also have the option to view the payment details in a list format, which includes information such as the transaction ID, associated invoices, deals, payment method, payment type, and any relevant notes. This detailed view allows for a comprehensive understanding of each payment entry and its associated details.
In conclusion, this provides a comprehensive overview of the Payments section within Leads AI, offering users the ability to manage and review their payment history effectively.