Recording Payments
Record payments received from clients and paid to suppliers
Payments track money coming in from clients and going out to suppliers. Recording payments keeps your accounts accurate and your cash flow visible.
Types of Payments
Payments Received
Money from clients against invoices
Payments Made
Money paid to suppliers against bills
Recording a Payment Received
- 1 Open the invoice that was paid
- 2 Click Record Payment
- 3 Enter the amount received
- 4 Select the payment method
- 5 Choose the bank account
- 6 Add a reference (cheque number, transfer ID, etc.)
Payment Methods
Bank Transfer
Card
Cash
Cheque
Direct Debit
Online Payments
If you have Stripe connected, payments made online are automatically recorded and matched to invoices.