How do I record a payment I received or made?
Payments → New payment: pick the party, pick the cash or bank account, enter the amount.
Payments records money moving in or out.
1. Open Payments and choose New payment.
2. Pick the direction — money received or money paid.
3. Choose the party (customer or supplier) and the cash or bank account the money actually moved through.
4. Enter the amount and the date, then save.
The payment posts to the ledger straight away, so the party's balance and your cash/bank balance both update at once.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do I add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.
How do I enter my opening balances?
Opening balances carry your existing books into the app. Enter them once, before day-to-day work.
How do I settle a small difference left on a customer or supplier balance?
Clear a rounding remainder, an agreed discount or a bad debt with Settle difference, rather than leaving it on the statement.
How do license agreements and royalties work?
One licence agreement per licensor: the products covered, the royalty on each, and an optional fixed fee.