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Payments — money out

You pay a supplier. This records it, applies it to their bills, and leaves a voucher behind.

In the app: Sidebar → Cash & Bank → Accounts → New PaymentEvery feature described here is free.

What this screen is for

A payment voucher is the mirror image of a receipt: money going out to a supplier against purchases you have already taken in.

How to get here

Sidebar → Cash & BankAccounts, then New Payment.

The screen, part by part

FieldNotes
SupplierWho you are paying. Their unpaid purchases load underneath
PurchasesThe list of their open bills
Payment DateWhen the money left
Apply to selected purchasesTick the bills this clears, and how much goes against each
Payment MethodCash or Bank
BankWhich account it came out of
NotesOptional — cheque number, transfer reference

Step by step

Paying a supplier bill in full

  1. Choose the Supplier.
  2. Tick the bill.
  3. Enter the full amount, pick Cash or Bank, save.
  4. Their payable drops to zero for that bill.

Paying something on account

  1. Choose the supplier.
  2. Enter the amount without ticking a specific bill.
  3. It reduces their overall balance.

Recording a bank transfer

  1. Choose Bank and the account the money left.
  2. Put the transfer reference in Notes so you can match it on your bank statement later.

Good to know

  • Payments reduce Owed to Suppliers on the Dashboard and move the Cash Flow figure.
  • Bank payments reduce that bank account's balance immediately.
  • To see one supplier's whole history in one place, use Account Statement — it shows purchases and payments on one running ledger.
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