What is it?
Payments can now be directly associated with tickets. You can add the payments card to a ticket view and manually associate payments with tickets.
Why does it matter?
When a payment is associated with a ticket, you can take payment actions, like refunding or reissuing receipts, directly from the ticket, without leaving it.
How does it work?
- Add the payments card to the ticket record sidebar by following the steps to customize an object record in this article.
- Navigate to an existing ticket.
- Find the payments card and click “Add”.
- Choose a payment to associate with the ticket and click “Save”. Multiple payments may be associated with a ticket.