Adding a transaction to a payer

To add a transaction to a payer:

1. Expand the “Ludo” section in the side menu.

2. Then expand “Finances”.

3. Select “Payers”.

4. From the list of payers, select the payer you are interested in by clicking their details, e.g. their first name

5. Go to the “Transactions” tab.

6. Then click the “Add transaction” button.

7. Fill in the form and save it.

• Related Articles

• Adding a new payer

  To add a new payer: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Payers”. 4. Click the “Add payer” button. 5. Fill in the form and save it.

• Deleting a payer

  To delete a payer: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Payers”. 4. A list of payers will be displayed. 5. Go to the “Activities” column. 6. Click the trash bin icon. 7. Confirm the deletion ...

• Deleting a transaction from a user profile

  NOTE: A transaction cannot be deleted if an invoice has already been issued for it. To delete a transaction: 1. Expand the “LUDO” tab. 2. Select “Participants.” 3. From the list of participants, choose the user you are interested in and click their ...

• Connecting a payer to an Institutions

  To connect a payer to an institutions, follow these steps: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Click “Payers” to open the list of payers. 4. Open the selected payer’s profile and go to the ...

• Adding a transaction

  To add a transaction: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Transaction list”. 4. Click the “Add transaction” button. 5. Fill in the form and save it.