How to Record a Credit Card Payment | Scribe

    How to Record a Credit Card Payment

    • 25 steps |
    • 2 minutes
      1
      Navigate to Brokerage Engine.

      Record Payment

      2
      Click "Accounting"
      3
      Click "Quick Actions"
      4
      Click "New Expense"
      5
      Select the Payee from the dropdown menu or start typing a name to add a new Vendor.
      6
      Choose the account from which to transfer the money.
      7
      The Balance will auto-populate.
      8
      Click this date field to record the date of the payment.
      9
      Select the Payment Method from the dropdown menu.
      10
      Click this text field to add a Reference Number.
      11
      Select the account from the dropdown menu to send the transaction to.
      12
      Click the text field to add a Description.
      13
      Click this text field to add the Payment Amount.
      14
      Select a class from the dropdown menu.
      15
      Click "Save"
      16
      Click "OK"

      Verify Payment

      17
      Click "Banking" to verify that the Payment posted in the Credit Card Account.
      18
      Click "Bank Register"