Different ways to record payments

A one off payment

 Use if you have a one-off purchase, purchases from petty cash or a payment of bank interest etc.

1. Click Bank accounts.
2. Select the account to make the payment from.
3. Click Bank payment.
4. Complete the required fields.
5. Click Save and Close.

Pay an invoice

Post a Supplier payment to record this. It's easy to do:

1. Click Bank accounts.
2. Select the account to make the payment from.
3. Click Supplier payment.
4. Complete the required fields.
5. Record the payment:
   • Full amount - Click the invoice, then click Pay in full.
   • Part payment - Enter the value in the Payment column of the relevant invoice.
   • Multiple payments - Enter the value in the Payment column of each invoice.
6. Click Save and Close.

Pay a supplier in advance

You record this as a payment on account easily using the Supplier payment option.

1. Click Bank accounts.
2. Select the account to make the payment from.
3. Click Supplier payment.
4. Complete the Bank A/C Ref and Payee fields.
5. Enter the date and the amount paid.
6. Click Save, then when prompted to post a payment on account, click Yes.
7. Click Close.

Customer refund

Record this using the Customer refund option. 

1. Click Bank accounts.
2. Select the account to make the payment from.
3. Click Customer refund.
4. Complete the required fields.
5. Click Save and Close.