How to do a Contra
Question asked by Kim Harpur 10 years ago
I have invoices in my P/L form my supplier which I need to contra against payment of my S/L invoices.
How do I do this?
Hi Kim,
Please see the contra guide below - if you have any problems just let me know.
https://www.clearbooks.co.uk/support/guides/sales/how-to-create-a-contra-payment/
Best answerWhen you head to Money>Bank accounts>Add
Is it this menu you get below - are you able to click on the plus icon beside the Bank account name?
Nope not happening I get as far as add new bank account then it takes me to this page. Maybe Im being really stupid but I cant see anything that allows me to add a bank account
ADD
Bank account Credit card Cash account Internet payments Investment account Savings account Directors loan account Loan account
Hi Kim - you can just add the contra account as a new Bank account.
Account type
This is what I see on my screen when I followed the first part of your instructions Add
Bank account
Credit card
Cash account
Internet payments
Investment account
Savings account
Directors loan account
Loan account
You must 