Invoice payment links
Paula Forrester
|
41 steps
|
3 minutes
Myfundaccounting
Truelayer-Sandbox
1
Navigate to [https://www.myfundaccounting.online/dashboard](https://www.myfundaccounting.online/dashboard)
2
Click "Sales and Purchases"
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Click "Record a purchase"
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Enter the amount of the purchase as £100
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Enter the reference Purchase '01'
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Enter the Description 'Purchase 01'
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Select the supplier 'Viking Direct'
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Select the terms 'Settlement within 14 days'
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Select the Expenditure account 2360 - Administration
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Click "Store"
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Click "Post"
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Click "Sales and Purchases"
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Click "Settle a purchase"
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Click "Bank Current Account"
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Enter the description for the transaction 'Settlement of purchase 01'
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Click "Next Step"
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Enter the date of the settlement as 01/02/2024
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Enter the reference as 'Settlement 01'
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Select the supplier 'Viking Direct'
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Tick the checkbox in the 'Settle' column next to the purchase that we entered earlier.