After invoices are submitted, payments record money moving in or out and update your accounting reports.

Steps

1. 1

   Open Accounting → Reports and check customer outstanding or supplier outstanding to see what is unpaid.

2. 2

   Go to Accounting → Payments and create a new payment.

3. 3

   Allocate the payment to the open invoice(s) it settles - one payment can cover several invoices.

4. 4

   Submit the payment when details are correct.

5. 5

   Review the general ledger to confirm entries posted as expected.

Manual journal entries

For adjustments that are not tied to a normal invoice or payment - accruals, corrections, reclassifications - use Accounting → Journal entries. Submit when ready; your accountant may handle these.

Tips

• Match payment currency to the invoice where possible.
• Partial payments are supported - allocate only the amount received.
• Submitted payments must be cancelled (not deleted) to reverse - ask finance if you need to undo one.

Related

• Accounting
• Quote to customer invoice