Announcement: Create paid bills

News posted by Pete Jones 1 year ago

Now, when entering an already-paid bill, you can mark it as paid immediately, select the bank account it was paid from, and optionally specify the payment method used - all in one step.

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Clear Books will automatically create the corresponding bank record, making it faster and easier to keep your accounts accurate and up-to-date.

Note: This option is available when creating bills from the bills inbox and when manually creating bills.

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4 Replies

I really like the thought of this idea, but find I can't use it as I am unable to choose the date something has been paid. This is not necessarily the same date as the invoice or accrual date. Is this a field that might be added? Could have it default to the Date on top, but then capability to choose date from drop-down calendar.

8 months ago

Hi Kali,

For a different payment date to the bill, you must head into the bill, scroll down and use the Record Payment form to allocate the payment.

Tommy

8 months ago

That's what I figured (and do). Perhaps could be put forward as an Idea/Development? Thanks for replying.

8 months ago

Hi Kali,

No problem at all, I have logged this as a suggestion, we appreciate the feedback!

Tommy

8 months ago

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