With the pre-configured workflow the following documents can have book entries and contra-entries:

  • Invoices (Sales and Purchase)
  • Credit notes (Sales and Purchase)

Just click on "Payment" to enter a payment book entry for an invoice. A dialog appears in which you can enter date, account, amount, etc., see Edit book entry.

All book entries which have been created from a document can be viewed in the Book entries dialog (which you'll find in the "More" menu or via the "Book entries" button in the view of a document).

You can also create your own book entry templates which will appear in this menu, see Categories / Book entry templates.

Note: When an invoice was paid in full, you can enter payments much faster by just changing the status to "Paid". You'll be asked right away if you would like to add a payment, see Change status. Adding payments directly in this menu makes more sense for installments or other book entries like discounts.

Process for installments: To add installments, each time click on "Payment" in this menu, and adapt the amount accordingly. To add the last payment, simply click on the status "Paid" and then enter the last payment details.