Payments Expenses & Accounts

Reserved URL for a payments list; use Payment Accounts and the payment actions on individual transactions to work with payments today.

This address is registered in the system but does not currently render a working payments list. Payment records live elsewhere: to see every payment made against a specific account, open Payment Accounts and use its Account Book action.

To review or manage the payments tied to one transaction, use the Add Payment and View Payments actions available on individual rows in Purchases, Sales, and Expenses, or the bulk Pay Due Amount action on the Expenses screen for settling several outstanding expenses at once.

Every payment recorded anywhere in the business is also aggregated in the Payment Account Report reachable from the Payment Accounts screen, which lists date, payment reference, related invoice, amount, payment type (Sale, Purchase, Expense, or Advance), and account — including a way to link a payment to an account after the fact if it wasn't recorded against one.

Step-by-step Workflow

1. Go to Payment Accounts insteadOpen the Payment Accounts screen, since this page does not list payments directly.
2. Open an account's Account BookView every payment and transaction that has built up a specific account's balance.
3. Or manage payment from the source transactionUse Add Payment or View Payments on the specific sale, purchase, or expense you're working with.
4. Settle multiple expenses at onceUse Pay Due Amount on the Expenses screen for bulk payment of outstanding expenses.
5. Link stray payments to an accountFrom the Payment Account Report, use Link Account on any payment not yet attached to a payment account.