Accounting

Payments

Cash management — receipts and payments.

Record customer receipts and vendor payments and post them.

Open in Info-X

The screen

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What each number means

  1. 1
    Payments

    Cash receipts and payments.

  2. 2
    Receipt

    Record money received.

  3. 3
    Payment

    Record money paid.

  4. 4
    Total — 0

    All transactions.

  5. 5
    Receipts — $0.00

    Money in.

  6. 6
    Payments — $0.00

    Money out.

  7. 7
    Posted — 0

    Posted transactions.

  8. 8
    All / Receipts / Payments

    Type filter.

  9. 9
    Search

    By payment # or party.

  10. 10
    Payment # / Date / Type / Party

    Columns.

  11. 11
    Method / Amount / Status / Actions

    Columns.

  12. 12
    Error toast

    'Failed to load payments' — refresh or contact admin.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Receipt / Payment

Buttons to record each kind of transaction.

2

List

Payment #, date, type, party, method, amount and status.

How to use it

  1. 1Click Receipt or Payment.
  2. 2Select party and invoices/bills.
  3. 3Save and post.