6.5. How to add a payment to an expense

If the document date (expense/invoice) does not match the payment date, when initially registering the transaction in the field "payment method", you must select “None” and save the operation.When payment is received, you must add it to the expense.

You can add the payment in two ways:

• Manually, by clicking on the currency icon next to the corresponding transaction.
• By linking the transaction with the bank movement in the section "“Banks”, provided you have added a bank account in the system (available in PRO and PREMIUM plans).

When adding the payment, you must indicate:

• Payment date
• Payment method (by default, "BankVAT type (if you are a VAT taxpayer), as it may vary depending on the product or service, so it is not automatically assigned.

After adding the payment, two records of the same transaction will appear in the expense list, but the expense will be accounted for only once, based on the payment record. It is important that in the original transaction, the payment method remains "“None”

This is especially important for VAT taxpayers, as:

• VAT is recognized with the document date,
• but the expense is recognized when it has actually been paid.

Two records will appear in the income and expense ledger:

• the original in column AE (Non-deductible expenses for tax calculationthe payment in column AA (
• Expenses from other economic activities

The payment linked to a transaction is marked with the chain icon.