Managing Payment Accounts

• Updating a Payment Accounts
• Adding Payment to Accounts

You can Enable, Disable, Edit, and Delete your Payment Accounts. All payment transactions are done from any payment account set as the default.

• Go to the Accounts page from Banking > Accounts.
• Hover on an account to reveal options – Show, Edit, and Delete.
• Bulk edit accounts by selecting the checkboxes to reveal Enable, Disable, and Delete options.

• Bulk edit accounts by selecting the checkboxes to reveal Enable, Disable, and Delete options.

Updating a Payment Account

• Click on a Payment Account to access its details page.
• Click on Edit at the top right corner.
• Update the necessary details and Save.

You can create a new Income, Expense, and Transfer by clicking New at the top right corner on the Payment Accounts page.

Use Transfer to send money between your Payment Accounts.

Adding Payment to Accounts

You can record transactions on your Bank or Credit Card Accounts when adding payments for Bills or Invoices.

For Invoices

• Go to Sales on the Navigation Menu and select Invoices.
• On the Invoices page, click on an Invoice to display invoice details.
• In the Get Paid section, select Add Payment.
• Click Account and Select your Preferred Account (e.g., Credit Card Account) in the Add Payment pop-up window.

• Enter other details, such as Date, Amount, and Payment method.
• Switch Tabs on the pop-up window from General to Other for payment description, Transaction Number, and Reference.
• Then, Save.
• Once saved, the invoice status will be updated to Paid.
• The Payment is recorded in your Credit Card Account.