How do I create a payment on account from an imported statement?

Hi

Thanks for contacting Clear Books support.

First head to Setting > Codes > List and make sure Trade Debtors appears in the sales list and Trade Creditors appears in the purchases list.

Once this is done head back to Money > Banking and click on the imported statement that you would like to explain.

To create a payment on account for a customer, explain the receipt using the Trade Debtors nominal account.

To create a payment on account for a supplier, explain the payment using the Trade Creditors nominal account.

All the best,

Vanish