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 freight, duty and clearing charges to imported stock?
Open the purchase bill, choose Extra costs, and attach each cost bill as it arrives. Imports lists every bill still waiting for its costs.
How do I return goods to a supplier?
Purchase returns are raised against what you actually bought from that supplier and still hold.
What does a purchase order do?
A purchase order records what you have ordered. Nothing posts until you enter the bill.
What is the difference between a quotation, a challan and an invoice?
A quotation is a price offer, a challan is a delivery, an invoice is the sale that posts to the books.