The Payments to Send section is where you can review all pending payments that are scheduled to be sent to your accounting package. You can find it under Administration > Payments to Send.

This page allows you to:

• Filter Payments by Date: Select a cutoff date to display all payments recorded up to that date.

• Send Payments: Initiate the transfer of these payments to your connected accounting package.

• Mark as Sent: Once the payments are successfully transmitted, mark them as sent so they aren’t processed again.

How to Use the Payments to Send Section:

1. Review Pending Payments:

   On this page, you’ll see a list of payments along with their corresponding dates. Use the date filter to narrow down the list to the payments you want to process.

    

2. Send Payments to Accounting:

   When you’re ready, initiate the sending process to transfer the payments to your accounting package. This ensures your financial records are updated accurately.

    

3. Mark Payments as Sent:

   After the transfer, mark the payments as sent to prevent duplicate entries. This step is crucial for maintaining clear and accurate accounting records.

Sub Pages

💰 Applying a Payment to an Invoice

📲 How to Make Payments on Android Mobile App