How To Record Make Payment on Transaction

How To Record Make Payment on Transaction

Accurately log payments, ensure all financial records are precise, and keep your transactions organized.

1. Click on Cashflow and select 'Transaction'

2. Click on Add New

3. Click on Make Payment

4. Select a date

5. Enter the amount

6. Choose a payment type

7. If you selected Knock Off Invoice, click next

Fill in the remaining details before proceeding

8. Select the invoice(s) you want to knock off

9. Ensure the entered amount is equal to the knock off amount

10. Click on Save

11. Select a payment method

12. Choose the payee

13. Add a remark (optional)

14. Attach files (optional)

15. Click on Save