Payments

Payment is a non-billable and paid expense. Check out this page for the difference between bills and payments.

Payments page is located under Expenses > Payments. On this page you can see all payments, search/filter for any, create a new one, edit the current ones and delete them.

The following fields are displayed:

  • Date: Paid date.
  • Amount: Amount of the payment.
  • Vendor: To whom made the payment.
  • Category: Category of the payment.
  • Account: Account used to pay.
  • Actions: You can use this button to edit, duplicate, and delete the payment.

payments list

New Payment

The following feilds are displayed as blank to be filled, some are required and some not. Those marked with red star are required.

  • Date: Paid date.
  • Amount: Amount of the payment.
  • Account: Account used to pay.
  • Description: Custom description for the payment.
  • Category: Category of the payment to be used in reports.
  • Recurring: Automatically create payments for ongoing jobs. Times=0 means infinite. Don't forget to set the Cron Command available at Settings > General > Scheduling.
  • Vendor: To whom made the payment.
  • Payment Method: Method used to pay.
  • Reference: Any possible reference.
  • Attachment: You can attach file related to the payment.

payments form

  Found errors? Think you can improve this documentation? Please edit this page.