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Payments and Receipts wizard

It's important that you enter your payments and receipts correctly to ensure you have the correct values in your bank accounts, to help you with this you can use the Payments and Receipts wizard. This guides you through the payment or receipt step by step and helps to ensure you don't miss any key information.

Yo record a payment or receipt

1. Bank > select the required bank account > choose Customer Receipt or Supplier Payment.
2. Click Wizard > select the type of transaction you want to record from the following:

Pay invoices

Allocate all credit notes to invoices

Allocate payments on accounts to invoices

Post a payment on account only

• Click Next > enter the required receipt or payment details > Post.

3. Save > Close.