Manual payment entries
Manual payment entries replace the Invoice Payments feature in Payments V1 and let you add additional credits and debits to multiple user accounts in one go.
Create a manual payment entry
To create a manual payment entry, navigate to Enter transactions in the billing menu. Then follow the onscreen instructions to add users and line items.
The manual payment entry will save automatically at each step. If you don't post the transactions to user journals within 48 hours, we'll automatically delete the data.
Adding users
To add a user, start typing their name or email address in the User dropdown. Select the user and then press Add user.
You can remove a user by clicking Delete next to their name.
Adding payment lines
You can add as many payment lines as you wish. Start by adding a description and specifying whether you want to credit or debit the entered amount.
You must associate each payment line with a journal. Select a journal by searching in the dropdown. You may create and use a general-purpose journal for sundries.
You should create a journal whenever you need to track payments for something specific.
Example
You're organising a swim-camp. The total cost of the trip is £10,000. You should create a journal so manual payment entries debit from user journals and credit your swim-camp journal.
You may add an amount of £0.00 if you wish to add a comment line. Comment lines don't have to be associated with a journal.
Post the transactions
When you've added all users and payment lines, click Post to post to user journals.
This step is irreversible. If you need to make corrections, you will need to apply credits or debits (as appropriate) to reverse the transactions.
You can never remove transactions from a journal to ensure a complete picture of your financial history.
This behaviour is standard in all accounting systems.