Manually process payments - transfers

Manually process transfer payments means that you mark paid invoices as paid. Unpaid invoices can be marked as unpaid, but instead you can also send reminders or exhortations for unpaid invoices.

NB! We recommend to always process payments automatically using a bank file. You can download this from the bank in the online banking environment. We recommend to only process payments manually if you are processing very few payments.

You can manually process payments in the element ‘Invoicing’ in the Financial tree. You can find the invoices in the element that corresponds with the status of the invoices. If you sent a reminder for an invoice, you will find the invoices in the element ‘Reminders’, if an invoice was only sent without further action, you will find it in the element ‘Sent’, etc.

Go to the element that contains the invoices you want to process. Follow the instructions in the article ‘Mark invoices’ to mark invoices as paid or unpaid. Follow the instructions in the article ‘Send reminders and exhortations’ if you want to send reminders and exhortations to relations with unpaid invoices.