Quick Guide: How to add a Payment

Quick Guide: How to add a Payment Simple steps to add a Payment Sharon Mulligan

Adding a payment can be done in just a few short minutes.

Here's a quick step guide on how you can do it!

  1. To add a Payment click on Banking on the left of your screen.

  2. Click on the Outgoing Payments for suppliers or Incoming Payments for customers.

  3. Now click on Create New Incoming/Outgoing Payment

  4. Select the Customer/Supplier, fill in the details such as Name, dates, references, currency exchange rate if foreign currency payment.

  5. Now enter the Payment amount at the top, select your Invoices to be paid, then select the Payment method.

  6. Click on Save.

Your Payment is now added and ready to reconcile.

For more details on Payments, such as field explanations, check out this full article over in our help center!

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