Quick Start: How To Make An Incoming/Outgoing Payment

Owned by Jeff Ma (Unlicensed)
Last updated: Feb 20, 2015 by Eric Metcalf (Unlicensed)
1 min read

Whenever you post an Invoice or Credit Memo, you have to reconcile that with a payment to close it out. This is page shows you how to do that in OBeer.

Step-by-step guide

  1. Go to Banking->Outgoing Payments->Outgoing Payments or Banking->Incoming Payments->Incoming Payments
  2. Bring up your Business Partner in the Code field in the upper left corner
  3. This will populate the window, and allow you to choose which open documents you would like to pay
  4. Right click on the window and click Payment Means
  5. Enter your payment information in the appropriate tab

  6. Click OK to save the payment info

  7. Click Add to create the payment

This screenshot goes through an example of an Outgoing Payment

 

 

For an in-depth tutorial of outgoing payments please refer to Training 401 - Accounting

 

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