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:
Navigate to Advanced in the left-hand menu;
Select the journal where you want to register the payment and click New;
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;
Category, Description, and Amount are automatically filled based on the invoice;
If desired, select multiple invoices;
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:
In the menu on the left, go to Sales;
Check the invoice(s) you want to mark as paid;
Choose Select an action and click Register payments;
Enter the payment date and amount;
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.