Operations - Payments

This guide explains how to manage payments in Distritour. A payment is a financial operation that records a client collection or a supplier disbursement. Payments allow you to track financial flows and adjust third-party balances.

---

Table of Contents

1. Accessing Payments
2. Payments List
3. Creating a Client Payment
4. Supplier Payments
5. Editing a Payment
6. Deleting a Payment
7. Bulk Actions

---

1. Accessing Payments

In the left sidebar, navigate to All Operations > Payments to access the client payment module. For supplier payments, navigate to All Operations > Payments Supplier.

---

2. Payments List

The main page displays the list of all payments recorded in the system.

Table Columns

Column	Description
ID	Unique identifier of the payment (clickable to view details)
User	Carrier associated with the payment (if applicable)
Client	Client who made the payment
Parent Operation	Delivery or order associated with the payment (if applicable)
Circuit	Circuit this payment belongs to (if applicable)
Amount	Payment amount
Date	Date and time of the payment
Distance	The distance between client and carrier at the time of the operation
Actions	Buttons to edit, delete, and additional actions menu (⋮)

---

3. Creating a Client Payment

1. Click the New button at the top of the table.
2. Fill in the creation form:

Form Fields

Field	Required	Description
Depot Sell	No	Enable this switch for a payment without an associated carrier
Carrier	Yes*	Select the carrier (*not required if depot sell)
Circuit	No	Circuit associated with this payment (optional)
Client	Yes	Select the client from the dropdown list
Payment Type	No	Payment category (e.g., Cash, Check, Transfer)
Amount	Yes	Payment amount
Comment	No	Note or description of the payment
Date	Yes	Payment date
Time	Yes	Payment time

Note: The payment type can be customized via the + button next to the field. You can create new payment categories as needed.

3. Click Save to finalize the payment.

---

4. Supplier Payments

The Payments Supplier module works similarly but is dedicated to disbursements to suppliers.

Access

In the left sidebar, navigate to All Operations > Payments Supplier.

Creation Form

Field	Required	Description
Supplier	Yes	Select the supplier from the dropdown list
Amount	Yes	Payment amount to the supplier
Date	Yes	Payment date
Time	Yes	Payment time

---

5. Editing a Payment

1. In the list, click the ID or edit button of the payment.
2. The form opens with current data.
3. Modify the desired information.
4. Click Save to apply the changes.

Warning: A validated payment may have locked fields (client, carrier).

---

6. Deleting a Payment

⚠️ Warning: Deleting a payment is permanent and affects balances and statistics.

1. In the list, select the payment to delete.
2. Click the delete icon in the Actions column.
3. Confirm the deletion in the dialog box.

---

7. Bulk Actions

The payments list supports bulk actions — select multiple payments using the checkboxes, then click the Actions button that appears to perform an operation on all selected payments at once.

Available Bulk Actions

Action	Description
Download Notes	Downloads a PDF summary for all selected payments
Delete Selected	Permanently deletes all selected payments (subject to permissions)

How to Use Bulk Actions

1. Select payments: check the box next to each payment you want to include. You can also use the checkbox in the table header to select/deselect all.
2. Open the Actions menu: an Actions button appears above the table once at least one payment is selected.
3. Choose an action: click the button and select the desired action from the dropdown menu.
4. Confirm: depending on the action, a dialog appears for you to configure and confirm the operation.

---

See Also

• Deliveries - Deliveries can include payments
• Client Management - View client balances
• Cash Registers & Movements - Track cash movements