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Payments Received - Coggle Diagram

- - - - Record Payment
        
        Close(Button)
        
        Customer Name
        
        PAN(Add Pan)
        
        Close(icon)
        
        Save(Button)
        
        Customer Details(Side Bar)
        
        Close(Icon)
        
        customer Profile
        
        Picture
        
        Name & Open new tab to Customer
        
        Customer Company Name
        
        Outstanding Receivables
        
        Unused Credits
        
        Other Details(Drop down)
        
        Customer Type
        
        Currency code
        
        Payment Terms
        
        Address
        
        Billing Address
        
        Shipping Address
        
        Contact Persons
        
        Activity
        
        Amount Received
        
        Bank Charges
        
        Payment Date
        
        Payment
        
        Close(Icon)
        
        Configure(Leave the Page/ Stay in this Page)
        
        Radio Button
        
        Autogenerate Payment Number
        
        Prefix
        
        Next Number
        
        Add Payment Number Manually
        
        Next Number
        
        Prefix
        
        Save
        
        Cancel
        
        Payment Mode(Drop Down)
        
        Card
        
        Cash
        
        Check
        
        Credit Card
        
        Debit Card
        
        Net Banking
        
        UPI
        
        Configure Payment Mode
        
        Close(Icon)
        
        Cash(Default)
        
        Check
        
        Mark as Default(Button) / Close(Button)
        
        UPI
        
        Mark as Default(Button) / Close(Button)
        
        Add New
        
        Save
        
        Cancel
        
        Deposit To
        
        Cash
        
        Petty Cash
        
        Undeposited Funds
        
        Other Current Liability
        
        Employee Reimbursements
        
        Opening Balance Adjustments
        
        TDS Payable
        
        Reference
        
        Tax Deducted(Radio Button)
        
        No Tax Deducted
        
        Yes, TDS(Income Tax)
        
        TDS Tax Account(Drop Down)
        
        Advance Tax
        
        Employee Advance
        
        Prepaid Expenses
        
        TDS Receivable
        
        Unpaid Invoices
        
        Date Range
        
        From Date(Picker)
        
        To Date(Picker)
        
        Apply Filter
        
        Cancel
        
        Clear Selection
        
        Clear Applied Amount
        
        Date
        
        Invoice Number
        
        Invoice Amount
        
        Amount Due
        
        Withholding Tax
        
        Payment
        
        Notes
        
        Upload Files
        
        Email(Check Box)
        
        Selected(Shows EmailID)
        
        Not Selected(Not shows Email ID)
        
        Save
        
        Cancel
    - - Created Time
      - Last Modified Time
      - Date
      - Payment
      - Customer Name
      - Mode
      - Amount
      - Unused Amount
      - Import Payments
        
        Configure
        
        Upload File
        
        Choose File(CSV or XLS file format)
        
        Character Encoding
        
        UTF-8
        
        UTF-16
        
        ISO-8859-1
        
        ISO-8859-2
        
        ISO-8859-9
        
        Autogenerate Payment number(Check box)
        
        Next
        
        Map Fields
        
        Default Data Formats
        
        Edit
        
        5 more items...
        
        Previous(Configure page)
        
        Next
        
        Preview
        
        Cancel
        
        Cancel
        
        Close
      - Import Applied Excess Payments
        
        Configure
        
        Cancel
        
        Next
        
        Map fields
        
        Next
        
        Preview
        
        Previous(Configure page)
        
        Cancel
      - Export Payments
        
        Export
        
        Seelct Module(Drop down)
        
        Sales
        
        Purchase
        
        Others
        
        Radio Button
        
        All Invoice Payments
        
        Fields in Export File(drop Down)
        
        Search(Template Name)
        
        Add new (Option)
        
        5 more items...
        
        Specific period
        
        From Date
        
        To Date
        
        Filter Criteria
        
        Date(Check box)
        
        Field in Export File(Drop down)
        
        Report As(Radio Button)
        
        CSV
        
        XLS
        
        XLSX
        
        Checkbox(Option)
        
        Password to protect the file
        
        Export(Button)
        
        Cancel(Button)
      - Manage Custom Fields
        
        Field Customization
        
        All Preferences
        
        Redirect to Setting page
        
        Close(Button)
        
        New
        
        Redirect to Setting page
        
        Field Name
        
        Data Type
        
        Mandatory
        
        Show in All PDFS
        
        Status
      - Online Payments
        
        Payments
    - - Configure
        
        Next
        
        Map fields
        
        Next
        
        Preview
        
        Previous(Configure page)
        
        Cancel
        
        Cancel
    - - All
      - Draft
      - Partially Paid
      - Unpaid
        
        New(Drop down)
        
        new invoice
        
        Customer Name
        
        Advance Search(Icon)
        
        First Name
        
        1 more item...
        
        Last Name
        
        1 more item...
        
        Company name
        
        1 more item...
        
        Email
        
        1 more item...
        
        Phone
        
        1 more item...
        
        Walk in customer
        
        Invoice
        
        Setting(icon)
        
        Close(Icon)
        
        Continue auto-generating invoice number(Radio Button)
        
        2 more items...
        
        I will add them manually each time(Radio button)
        
        Save
        
        Cancel
        
        Configure
        
        1 more item...
        
        Order Number
        
        Invoice Date
        
        Click Here(Page Navigtion button)
        
        Stay Here
        
        Switch this page
        
        Terms(drop down)
        
        Net 30
        
        Net 45
        
        Net 15
        
        Net 60
        
        Due end of the month
        
        Due end of the next month
        
        Custom
        
        Due on receipt
        
        Due Date
        
        Subject(Text field)
        
        Item Details
        
        Item name
        
        Text box
        
        Quantity
        
        Text box
        
        Rate
        
        Text box
        
        Discount
        
        Text box
        
        Drop down
        
        Amount
        
        Hide all Additionl Information(Icon)
        
        Select Account(drop down)
        
        Other Current Asset
        
        Advance tax
        
        Employee Advance
        
        Prepaid Expenses
        
        TDS Receivable
        
        Add Another Line(Drop Down)
        
        Sub Total
        
        Adjustment(Input field)
        
        Input field
        
        Total (Rs.) (Text)
        
        Customer Notes(Text box)
        
        Terms & Conditions(Text box)
        
        Attach File(Upload file icon)
        
        Save as draft
        
        Save and send(Drop down)
        
        Save and Print
        
        Save and Share
        
        Save and send later
        
        Close(Icon)
        
        Setting(Icon)
        
        Preferences
        
        Manage Custom Fields
        
        Pdf Template Change(Icon)
        
        Spreadsheet Template
        
        Standard Template
        
        Search(icon)
        
        Close(icon)
        
        Salespersson(Drop down)
        
        Search Salesperson(Input field)
        
        Manage Salespersons
        
        New Salesperson(Button)
        
        4 more items...
        
        Table Field
        
        2 more items...
        
        new invoice (pre GST)
        
        new credit note(pre GST)
        
        new credit note
        
        Customer Name
        
        Advance Search(Icon)
        
        First Name
        
        1 more item...
        
        Last Name
        
        1 more item...
        
        Company name
        
        1 more item...
        
        Email
        
        1 more item...
        
        Phone
        
        1 more item...
        
        Walk in customer
        
        Credit Note
        
        Setting(icon)
        
        Close(Icon)
        
        Continue auto-generating credit note number(Radio Button)
        
        2 more items...
        
        I will add them manually each time(Radio button)
        
        Save
        
        Cancel
        
        Configure
        
        1 more item...
        
        References
        
        Credit note Date
        
        Click Here(Page Navigtion button)
        
        Stay Here
        
        Switch this page
        
        Salespersson(Drop down)
        
        Search Salesperson(Input field)
        
        Manage Salespersons
        
        New Salesperson(Button)
        
        4 more items...
        
        Table Field
        
        2 more items...
        
        Subject(Text field)
        
        Item Details(table Field)
        
        Item name
        
        Text box
        
        Quantity
        
        Text box
        
        Rate
        
        Text box
        
        Discount
        
        Text box
        
        Drop down
        
        Amount
        
        Hide all Additionl Information(Icon)
        
        Select Account(drop down)
        
        Other Current Asset
        
        4 more items...
        
        Drop Down
        
        Add Another Line
        
        Add Item in Bulk
        
        Search(Input Field)
        
        Close(Icon)
        
        Add Items(Button)
        
        Cancel(Button)
        
        Sub Total
        
        Adjustment(Input field)
        
        Input field
        
        Total (Rs.) (Text)
        
        Customer Notes(Text Box)
        
        Terms & Conditions(Text box)
        
        Save as Draft(Button)
        
        Save as open(button)
        
        Cancel(Button)
        
        Customize Column(Icon)
        
        Due Date
        
        Country
        
        Created by
        
        Balance due
        
        Search(Icon)
        
        Close(Icon)
        
        Save
        
        Cancel
        
        Date
        
        Invoice
        
        Status
        
        Amount
        
        Check box
        
        Search Option
        
        Search (Drop down)
        
        Close(Icon)
        
        Invoice
        
        Order number
        
        Date Range
        
        To Date
        
        From Date
        
        Status(drop down)
        
        Created Between
        
        From Date
        
        To Date
        
        Item Name
        
        Item Description
        
        Account(Drop Down)
        
        Total Range
        
        From range
        
        To Range
        
        Customer Name
        
        Salesperson
        
        Search(button)
        
        Cancel(Button)
        
        Sort by(Icon)
      - Overdue
      - Payment Initiated
      - Paid
      - Void
      - Yet to be Shipped
      - Invoices
      - Bills of supply
      - Write off
      - New Customer View
  - - - Select the Field(Drop down)
        
        Reference Number
        
        Select a Comparator(Drop down)
        
        Is
        
        Text(Box)
        
        Delete(Icon)
        
        Add(Icon)
        
        Is not
        
        Start with
        
        Contains
        
        Doesn't contains
        
        is in
        
        is not in
        
        is empty
        
        Payment Date
        
        Select a Comparator(Drop down)
        
        is
        
        Text(Box)
        
        select Relative date
        
        1 more item...
        
        Select Custom Date
        
        3 more items...
        
        after
        
        is empty
        
        before
        
        Amount
        
        Payment Mode
        
        Customer Name
        
        Notes
        
        Invoice ID
        
        Currency
      - Add Criterion
      - Select the Field(Drop Down)
        
        Reference Number
        
        Dropdown Button
        
        And
        
        Or
        
        Payment Date
        
        Customer Name
        
        Notes
        
        Invoice ID
        
        Amount
        
        Currency
        
        Payment Mode
      - Criteria Pattern
        
        Shows Text(1 AND / OR 2 ) Criteria Pattern
        
        Edit(Icon)
        
        Save(Button)
        
        Cncel(Button)
    - - Selected Column(Drop side)
        
        Date
        
        Customer name
        
        Mode
        
        Amount
      - Available Columns(Drag / Search / Close) Buttons
        
        Reference
        
        Payment
        
        Invoice
        
        Unused amount
        
        Payment Type
    - - Make this Visible To(Radio Button)
        
        Only me
        
        Only selected user & Roles
        
        Select Users & Roles(drop down)
        
        Roles
        
        Admin
        
        Store Manager
        
        Staff
        
        Users
        
        User1
        
        User2
        
        Everyone