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.

Updated on: 23/03/2025