FinalBooks
FinalBooks Help Center

Payment

Introduction - Payment.

In this page…

  • Create Payment
How to Create Payment.
  • Go to the TRANSACTION menu and select PAYMENT.
  • Click the + ADD NEW button in the top right of the page.
  • Select the ACCOUNT, BANK/CASH, PAYMENT DATE and other details.
  • After entering all the details, click SAVE.

Finalbooks Add Payment

Other Actions for Payment.

There are a host of other actions that you can perform on a payment in FinalBooks.

  • Print Payment.
  • Edit Payment.
  • Delete Payment.
  • SMS Payment.
  • Print Cheque.

Finalbooks Action Payment

How to Print Payment.

To print a payment:

  • Go to the TRANSACTION menu and select PAYMENT.
  • Click Action-->Print in the right of the list.
  • Check the preview and click PRINT.

Finalbooks Print Payment

How to Edit Payment.

You can change the details of your existing payment. Here’s how:

  • Go to the TRANSACTION menu and select PAYMENT.
  • Click Action-->Edit in the right of the list.
  • After updating name, click UPDATE.

Finalbooks Edit Payment

How to Delete Single Payment.

To delete the payment:

  • Go to the TRANSACTION menu and select PAYMENT.
  • Select Action-->Delete.
  • Click DELETE IT to confirm.

Finalbooks Delete Payment

How to Delete Multiple Payment.
  • Go to the TRANSACTION menu and select PAYMENT.
  • Select CHECK BOX in payment list.
  • Click DELETE ICON in the top right of the list.
  • Click DELETE IT to confirm.

Finalbooks Multi Delete Payment

From the Quick Links.

You can also Create payments directly from the Quick Links.

  • Click the + icon top right of the page.
  • Select PAYMENT.

Finalbooks Quick link Add Payment

How to Create Payment.

Video hosted on youtube.com