Recording Payments

Payments in YSUITE are recorded against the document they settle — an invoice for money coming in, a bill for money going out — and post to your chosen cash or bank account automatically.

Requires the MoneyPro module.

Payments received

1. From an invoice, or from Payments Received → + New Payment, mark the invoice as paid.
2. Choose the payment mode and the account the money landed in.
3. If the customer has other unpaid invoices, you can see them from the same screen when recording a payment.
4. Save.

Unapplied or advance payments can be recorded and applied to a future invoice rather than needing to match an invoice immediately.

Payments made

1. From a bill, or from Payments Made → + New Payment, mark the bill as paid.
2. Choose the payment mode and account.
3. See the vendor's other unpaid bills from the same screen if there are several to settle at once.
4. Save.

Payment modes

Configure the payment modes your business accepts — cash, card, bank transfer, and so on — under Settings → Accounting → Payment Modes. Modes can be toggled active/inactive.

Tips

• Record payments as they happen rather than in a batch at month-end — outstanding balances in reports and dashboards are only as current as your last recorded payment.
• Use the unpaid-invoices/unpaid-bills lookup when settling several documents for the same customer or vendor at once, rather than opening each one individually.