Record Payments

Article Contents: This article explains how to record manual payments for posted vouchers in synergy accounting

Step-By-Step:

Step 1: The Record Payments tab will be used to issue manual payments. A Manual Payment is a hand-typed check against a Voucher that has been posted and may be found on the A/P Open Item.

Step 2: To enter a manual payment, select New:

Step 3: You will then select your manual payment(s) from the list of open invoices. In order to select open invoices for payment, you will check mark next to the invoice, and hit the right arrow to move the invoice to selected. Scroll to the bottom of the screen and click “Next”.

Step 4: Select your Payment Type. Select Manual check if you have a Manual Payment that is a hand-typed check. Select Electronic to record wire transfers without using a check number from your existing check stock. Enter the Bank ID, manual check number, and check date.

The amount to be paid will default to the full invoice amount. To enter a partial payment, change the amount.

Step 5: You will then either “Post”, which will automatically send the invoice to the approval step, or “Save & Close”.

Step 6: To unselect, check the invoice under “Selected invoices” and use the left arrow to move the invoice back to open invoices.

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