# Payment

_Applications › Add new › Payments_

![Payment](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5090a26e23a3e9cb6d15784fa1d676a4.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%225%20%20Save%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%225%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Payment — Add new › Payments › Payment*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5e1b992cb10fd91232132717e827e04.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5e1b992cb10fd91232132717e827e04.png)

## Overview

Use Payment to create and save a payment record and, where required, attach supporting files. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance officers can use this screen when payment-related documentation must be recorded in the system.

The available screen provides a selection control and a file attachment area. No payment status, amount, account, or approval fields are shown on this screen.

## Workflow

1. Open **Add new**, select **Payments**, and open **Payment**.

   ![Payment](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/564ce0273a2e74a3b3902d074ec34a03.png)
*Payment — Add new › Payments › Payment*

2. Decide whether you need to make a selection before saving the record.
   
   - To work with the available selection, use **Select** and review the **Select...** field.
   - If the record does not require a selection, continue to the attachment decision.

   > **Note:** The screen does not identify what values are available through **Select...**. Use the selection that is applicable to your business process.

3. Decide whether the payment record requires supporting documentation.
   
   - To add a file, use **Attach**.
   - Select the required item in **files[]**, then confirm the attachment with **Ok**.
   - If no file is required, leave the attachment area unchanged.

   ![Payment](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/abc514479cba24d0c24bdb43608a0edc.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%225%20%20Save%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%225%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Payment — Add new › Payments › Payment*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5e1b992cb10fd91232132717e827e04.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5e1b992cb10fd91232132717e827e04.png)

   > **Tip:** Attach supporting evidence before saving the record so that the payment record and its related files are retained together.

4. Decide how to finish the record.
   
   - Select **Save** to save the payment record and remain on the Payment screen.
   - Select **Save and Close** to save the payment record and close the screen.
   - Use **Tickets** only when your internal process requires the available ticket action; no ticket details are displayed on this screen.

5. If you selected **Save**, review the selection and attached files. When the record is complete, select **Save and Close** to finish.

## Examples

A finance officer needs to retain a payment receipt with a payment record.

1. The officer opens **Add new** > **Payments** > **Payment**.
2. The officer uses **Select** and reviews the available **Select...** value required for the record.
3. The officer selects **Attach**, adds the file `April-payment-receipt.pdf` in **files[]**, and selects **Ok**.
4. The officer selects **Save** to retain the record while reviewing the attached file.
5. After confirming that the required file is present, the officer selects **Save and Close**.

The payment record is saved with its supporting receipt attached.

## Tips

> **Tip:** Use **Save** when you need to verify the selected value or attached files before leaving the Payment screen.

> **Warning:** Do not assume that a payment has been approved, posted, or reconciled after saving. The available screen does not display payment statuses or related finance processing actions.

> **Note:** If you need to add more documentation after saving, reopen the payment record and use **Attach** again.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required supporting document is not shown in the payment record. | The file was not added through the attachment process or was not confirmed. | Select **Attach**, add the file in **files[]**, select **Ok**, and then select **Save** or **Save and Close**. |
| You are still on the Payment screen after saving. | **Save** keeps the record open. | Select **Save and Close** when you have completed the record. |
| You cannot identify the correct value in **Select...**. | The screen does not describe the available selection values. | Use **Select** and choose the value required by your internal payment process. |

## Related pages

- [Add new — Overview](doc:add-new-overview)
- [Accounts](doc:accounts-guide)
- [Add new — Learning Path](doc:workflows-add-new)
- [Contact](doc:contact)
- [Call](doc:call)
- [Task](doc:task)
- [Product](doc:product-guide)
- [Project](doc:project-guide)
- [Direct Order](doc:direct-order)
- [RFQ](doc:rfq)
- [Process](doc:process)