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How can I manually register a bank payment?
How can I manually register a bank payment?
Ryan Voerman avatar
Written by Ryan Voerman
Updated over a month ago

InformerOnline offers a simple and user-friendly Bank/Cash screen where payments can be easily processed. However, you might want to manually register a payment. This option is also available in InformerOnline.

Manually registering a bank payment

To manually register a bank payment, follow the steps below:

  1. Navigate to Advanced in the left-hand menu;

  2. Select the journal where you want to register the payment and click New;

  3. Open a tab to select an invoice or receipt;

    • Open the Sales Invoices tab to register a sales invoice payment;

    • Open the Purchase Invoices tab to register a purchase invoice payment;

    • Open the Receipts tab to register a receipt payment;

  4. Category, Description, and Amount are automatically filled based on the invoice;

  5. If desired, select multiple invoices;

  6. Click Save to register the payment(s).


Registering a bank payment with an invoicing package

If you do not have an accounting package but use an invoicing package, you’ll need to mark the invoices as paid in a different way. To register a sales invoice payment with an invoicing package, follow these steps:

  1. In the menu on the left, go to Sales;

  2. Check the invoice(s) you want to mark as paid;

  3. Choose Select an action and click Register payments;

  4. Enter the payment date and amount;

  5. Click Save to register the payment(s).

Note: Processing a payment for purchase invoices works the same way as for sales invoices.

If you want to process a payment for a purchase invoice, in step 1, choose Expenses.


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