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Adding Payment Types

Each payment belongs to a client or supplier and to a document (invoice).

To add a payment to a document

  1. Select a document you want to add a payment for.
  2. Select the Info tab.
  3. Click the Add Payment button in the Payments section.
  4. Enter payment details.
    • Payment type: Choose the payment type for the payment.
    • Date: Date of the payment.
    • Amount: The amount of the payment. Totals sets the required amount by default. You can change it if it is a Partial Payment.
    • Slip: This can be any text you want. Example: Bank transfer or PayPal transaction number.
  5. Click Add to close the window.

To add a payment to a client or supplier

  1. Select Contacts from the left source list.
  2. Select a client or supplier you want to add a payment for.
  3. Select the Payments tab in the right pane.
  4. Click Add Payment.
  5. Enter payment details.
    Totals will assign the entered amount to the unpaid invoices automatically.
  6. Click Add to close the window.

You may notice more than one payment added to the list after closing the payment window. Totals will assign the entered amount to the unpaid invoices, if any exist, automatically and split the payment to assign them to the individual invoices.

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