Click for the appropriate account in the search box.

Select the drop down arrow next to the account number.

Balance Forward
Bank Transfer
Cash
Cheque
Credit Card
External Payment
Offline Card
Voucher

Description...
Charge
CLOVER PAYMENT
Deposit
Extra Charge
ItIsOn Voucher
Payment
Pre Auth
Refund

Click the "Payment Reference" field and enter the relevant data.

Click the "Amount" field and enter the correct amount.

If you would like to use the payment added onto the account to settle outstanding invoices, you will need select the white tick box on the right hand side.

Click "Apply Payment on Account" at the top of the page.

Select the invoice you would like to settle from the drop down menu.

To see payments which have been settle on the account, lick the "Include SettledTransactions" at the top of the page.

Click the plus next to the transaction line and this will open the transaction up to view when it was settled and how.

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This guide offers a straightforward approach to managing account payments effectively, making it a valuable resource for anyone involved in financial transactions. By following the outlined steps, users can easily add payments to accounts and apply them to outstanding invoices, ensuring accurate and organized financial records. Additionally, the guide provides tips for reviewing settled transactions, enhancing overall financial management. Viewing this guide will empower users to streamline their payment processes and maintain clear oversight of their accounts.