{"id":679,"date":"2023-04-07T13:03:36","date_gmt":"2023-04-07T10:03:36","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/banking-feeds-and-reconciliations\/managing-payment-accounts\/"},"modified":"2025-02-17T17:44:43","modified_gmt":"2025-02-17T14:44:43","slug":"managing-accounts","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/banking-feeds-reconciliations\/managing-accounts\/","title":{"rendered":"Managing Payment Accounts"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li><a href=\"#updatingpayment\">Updating a Payment Accounts<\/a><\/li>\n\n\n\n<li><a href=\"#addingpayment\">Adding Payment to Accounts<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can Enable, Disable, Edit, and Delete your Payment Accounts. All payment transactions are done from any payment account set as the default.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the Accounts page from <strong>Banking<\/strong> > <strong>Accounts<\/strong>.<\/li>\n\n\n\n<li>Hover on an account to reveal options &#8211; <strong>Show<\/strong>, <strong>Edit,<\/strong> and <strong>Delete<\/strong>.<\/li>\n\n\n\n<li>Bulk edit accounts by selecting the checkboxes to reveal <strong>Enable<\/strong>, <strong>Disable<\/strong>, and <strong>Delete<\/strong> options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07130906\/image-7-1024x576.png\" alt=\"Managing payment accounts\" class=\"wp-image-682\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07130906\/image-7-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07130906\/image-7-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07130906\/image-7-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07130906\/image-7-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07130906\/image-7.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bulk edit accounts by selecting the checkboxes to reveal <strong>Enable<\/strong>, <strong>Disable<\/strong>, and <strong>Delete<\/strong> options.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"updatingpayment\"><strong>Updating a Payment Account<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on a Payment Account to access its details page.<\/li>\n\n\n\n<li>Click on <strong>Edit<\/strong> at the top right corner.<\/li>\n\n\n\n<li><strong>Update<\/strong> the necessary details and <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can create a new <strong>Income<\/strong>, <strong>Expense<\/strong>, and <strong>Transfer<\/strong> by clicking New at the top right corner on the Payment Accounts page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use<strong> Transfer<\/strong> to send money between your Payment Accounts.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"addingpayment\"><strong>Adding Payment to Accounts<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can record transactions on your Bank or Credit Card Accounts when adding payments for Bills or Invoices.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>For Invoices<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Sales<\/strong> on the <strong>Navigation Menu<\/strong> and select <strong>Invoices<\/strong>.<\/li>\n\n\n\n<li>On the Invoices page, click on an Invoice to display invoice details.<\/li>\n\n\n\n<li>In the Get Paid section, select <strong>Add Payment.<\/strong><\/li>\n\n\n\n<li>Click Account and Select your Preferred Account (e.g., Credit Card Account) in the Add Payment pop-up window.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174241\/image-70-1024x641.png\" alt=\"Adding Payment to Accounts\" class=\"wp-image-3382\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174241\/image-70-1024x641.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174241\/image-70-300x188.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174241\/image-70-768x481.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174241\/image-70.png 1440w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter other details, such as <strong>Date<\/strong>, <strong>Amount<\/strong>, and <strong>Payment method.<\/strong><\/li>\n\n\n\n<li>Switch Tabs on the pop-up window from <strong>General<\/strong> to <strong>Other <\/strong>for payment description, Transaction Number, and Reference.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n\n\n\n<li>Once saved, the invoice status will be updated to Paid.<\/li>\n\n\n\n<li>The Payment is recorded in your Credit Card Account.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174320\/image-71-1024x476.png\" alt=\"Add payment to Credit Card Account\" class=\"wp-image-3383\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174320\/image-71-1024x476.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174320\/image-71-300x140.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174320\/image-71-768x357.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174320\/image-71-1536x714.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/17174320\/image-71.png 1892w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can Enable, Disable, Edit, and Delete your Payment Accounts. All payment transactions are done from any payment account set as the default. Updating a Payment Account 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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":668,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-679","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/679","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=679"}],"version-history":[{"count":5,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/679\/revisions"}],"predecessor-version":[{"id":3384,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/679\/revisions\/3384"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/668"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=679"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}