Step 1: Go to Accounting
From your dashboard or main menu, navigate to the Accounting section. This is where you can view and manage all financial transactions.
Step 2: Go to Bills
In the Accounting section, select Bills to see a list of all your outstanding and paid bills.
Step 3: Select the Bill
Find and select the specific Bill you want to record a payment for. You’ll be directed to that bill’s details page.
Step 4: Scroll Down to “Make a Payment”
On the bill details page, scroll down until you see the Make a Payment section.
Step 5: Enter the Amount to Pay
Under Amount Paid, enter the payment amount:
- For a partial payment, input the initial amount you are paying.
- For a full payment, input the total remaining balance.
Step 6: Enter the Payment Date
In the Date of Payment field, input the date when the payment was made.
Step 7: Enter the Reference Number
Add a Reference Number (such as a check number, transaction ID, or receipt number) for easy tracking and verification.
Step 8: Select the Payment Method
Choose the Payment Method used for the transaction (e.g., cash, bank transfer, check, credit card).
Step 9: Select the Source of Payment
Select the Source of Payment, such as the specific bank account or fund from which the payment was made.
Step 10: Add the Payment
Once all details are entered and verified, click on Add Payment to record the transaction.
✅ Tip:
Always double-check the payment amount and source before finalizing to ensure your books remain accurate.