In InformerOnline, it is also possible, apart from the bank upload function, to manually set invoices to the paid status.
This is the explanation for the manual bank payment. There is also the option to register a cash payment.
You go to Advanced and then choose the bank account journal and then 'New'. If you don’t know which journal is correct, you can check it in the settings of your bank account.
You fill in the Date, Description, and Booking date neatly. The period is filled in based on the date.
When you want to set a sales invoice/purchase invoice/receipt to paid status, click on the "Sales" / "Purchase" / "Receipts" tab.
Now the outstanding sales invoices/purchase invoices/receipts will appear. You can also search for the invoice number or relation in the search bar on the left.
When you have found the invoice/receipt, click on it.
It will now disappear from the list, and the booking line (Category/Description/Amount) will be filled in automatically.
As you can see in the above example, 2 invoices are selected from the overview. You can also see immediately that the bank balance has changed, as the bank balance is increased by the payment of 2 invoices.
With purchase invoices, this works exactly the same. You click on the Purchase tab, and a number of purchase invoices will be shown. If the desired purchase invoice is not listed, you can search for it in the search bar.
To the left of the search bar, you can check ‘Show paid invoices’. All paid invoices will then be displayed. This can be especially handy if you no longer know whether an invoice is paid or not.
If you have selected all the desired invoices, you can choose “Save”. As you can see, both selected invoices will now have the status ‘Paid’.
Registering a bank payment with an invoicing package:
If you do not have an accounting package but an invoicing package, you need to set the invoices to paid status in a different way.
In the sales invoices screen, check the invoice you want to set to paid status.
Now click at the top of the screen via 'Select action' on Register payments.
When you have filled in all the details correctly and saved the payment, you will see that the invoice has the status Paid.