Help · Purchases
Payments made in SwiftlyBooks
Money paid to suppliers against their bills, newest first, with the bills each payment settled.
Pay bills
- Press Pay bills.
- Choose the Supplier and the wallet it was Paid from. Their unpaid bills are listed, oldest first.
- Type what goes on each bill, or press a bill's amount to pay all of it.
- Press Pay.
Undo a payment
- Press the payment, then Void.
- Say Why, and press Void it. What it settled is owed again.
Record a refund
- When a supplier pays back their credit, press Record a refund on the Refunds tab.
- Choose the Supplier, the wallet it was Paid into and the amount, then press Record it.
Good to know
- A payment pays approved bills only, so enter the bill first.
- Only bills in the wallet's currency are listed. To pay one from a wallet in another currency, press Pay it on the bill.
- With withholding tax on, what is withheld shows before you pay, and the payment keeps its Certificate for the supplier.
Related
The same help is in the app: press the ? at the top of any page.