[FAQ] How to Manage credit card payments for supplier invoices?

Step by Step Guide:

 Invoice Received from Supplier

1. To manage payments in Counta, navigate to the Accounting > Payables > Payments.

2. Click New Payments

3. Enter Supplier Details.

Fill in the Supplier field.

4. Select Supplier Invoice

• Click Pay Supplier Invoices.

5. Choose the Invoice Number created by the supplier.

• Check the box for the invoice and click Save.

6. Adjust Payment on Account

7. Enter the negative amount for what’s been paid to the supplier (e.g., -$1200).

No Invoice Received from Supplier

8. Go to Accounting > Payables > Payments

9. Click New Payment.

10. Search for the Master Supplier.

11. Confirm the Bank Account.

12. Click Payment On Account.

Paying the Credit Card

13. From the same Payment page, click New Payment.

14. Search for the Master Supplier.

15. Click Settings > Pay to Bank Account option.

Paying the Credit Card from the Bank

16. Search for the master supplier and select Pay Supplier Invoice.

17. Choose the invoice number, click Save.

Then, verify the information and approve the payment.