Create a Payment

1. Open the Supplier or Customer account that you wish to record the payment against and click on the financial tab.
2. Click ‘Receive’ payment or ‘Make Payment’.

1. Enter the Date that the payment was received.
2. Select the Payment Type, add any reference numbers as required
3. Select from your list of nominal accounts flagged as ‘bank’
4. Enter any bank charges that you paid and any comments if required.
5. Under Payment Allocations, select the Invoice number that the receipt will be allocated to and the amount that has been paid. If there are multiple unpaid invoices on the account and you wish to receive/make a payment against multiple invoices in one transaction then click ‘Add Allocation’ and select the invoices and amounts as required.
6. Click ‘Save Changes’.

Edit a Payment

1. Open the Supplier or Customer account that you wish to edit a payment against and click on the financial tab.
2. Click on the ‘Ref’ Number of the payment to navigate to the Edit Receipt Screen.
3. Click on the Edit button to edit your fields as required and click 'Submit’.

Delete a Payment

1. Open the Supplier or Customer account that you wish to delete a payment against and click on the financial tab.
2. Click on the Ref Number of the payment you wish to delete.
3. Click ‘Delete Payment’

Print a Receipt/Remittance

1. Open the Supplier or Customer account that you wish to print a payment/remittance for and click on the financial tab.
2. Click ‘View’ under the PDF column.
3. The receipt/remittance will load in your PDF reader. Use the print function within or press CTRL+P.

Email a Receipt/Remittance

When choosing to email a receipt or remittance the document is attached as a PDF to a pre-defined email template. To configure this template please see our templates in the System Emails section.

Before emailing a receipt/remittance please ensure at least one contact is present within the account that you are emailing and that they have a valid email address.

1. Open the Supplier or Customer account that you wish to print a payment/remittance for and click on the financial tab.
2. Click on the payment ‘Ref’ number.
3. Select the contact you wish to send the invoice to.
4. If required edit the template before sending.
5. Click ‘Send Email’.

A record that the email has been sent is contained in the Sales Statement of the recipients account screen.