Registering a payment manually

In this help article, we show you how to register incoming payments manually in Conta.

If you do not use KID numbers on your invoices, you need to register incoming payments manually as your customers pay.

When you see in your bank that you have received payment, you need to register it in Conta.

Open the invoice list from the front page by clicking «Show all invoices», or go to the top menu > Invoice > Invoices. Click on the invoice number that belongs to the payment.

Click Register a payment. Enter the same payment date as on your bank statement, the bank account you received payment on and amount paid. Click «Save payment», and the payment will be recorded in the accounts.

Deleting a payment If you make a mistake when registering the payment, go back to the invoice details for the invoice and click Delete «payment». Then register the payment again.