USER GUIDE
User Guide
Other Financial Entries / Recording payments
Recording payments
Recording payments for financial entries
Payments for financial entries can be recorded directly from the financial entries list using the bulk action "Record payments".
How does it work?
1
In the financial entries list, select one or more entries you want to pay.
2
From bulk actions, choose Record payments.
3
In the popup, set:
- Payment date — Defaults to today.
- Wallet — Which wallet the payment is made from.
4
Payment date — Defaults to today.
5
Wallet — Which wallet the payment is made from.
6
A repeater shows the selected entries with editable amounts — you can adjust them for partial payments.
7
Click Submit to record the payments.
Payment status
After recording payments, the payment status column on the list updates automatically to reflect whether the entry is fully paid, partially paid or still unpaid.
