Track Proposal Payments with New List View

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We've introduced a Proposal Payments List feature to help admins track payments more efficiently. Here’s what’s new:

Proposal Payments List

  • A new toggle on the Proposal page lets you switch between "Proposal" and "Payments" views.
  • The list displays all proposal payments along with their status, whether they’re linked to a trip or invoice.
  • Admins and Super Admins can access this list.

Improved Linking Across Modules

  • You can now redirect to both the client-facing trip or invoice page and the edit trip or invoice page for better transaction management.
  • A new link or icon allows easy navigation to related transaction receipts.

Payment Date Accuracy

  • The system now correctly reflects the actual payment date and time instead of the date of data entry.

Re-sending Receipts

  • If you need to re-send a receipt email, you can now access the edit trip or invoice page, find the relevant payment, and resend it.