Semi-automatic booking
To book a payment automatically, you need:
1. Connect your bank account.
3. Allocate payment to the invoice.
4. Select payments on the Pending tab and click Book 
Payments that can be booked are marked with the status Ready 
. The payment is marked with the status Ready after an invoice is allocated to it. This status can be removed if the required data has been deleted from the payment.
Booking payment from the payment details
1. Open the payment you want to book.
2. Click Book 
Once the payment is booked, the linked document will change to the status Paid if it is fully paid.
Booking payment without invoice
If needed, you can book payments for which no invoice is required.
To book a payment without an invoice, you need:
1. Open Payments.
2. Select the payment you want to book and click Edit 
3. Activate the option Payment without documents.
4. Specify the payment type or category.
Cash withdrawal
Activate this option to mark the payment as a cash withdrawal.
Cash deposit
Activate this option to mark the payment as a cash deposit to your account.
Private payment
Activate this option if this payment was made for private purposes.
Categories
Here you can choose the payment category.
After you've chosen a category, you can add positions to the payment. These positions indicate what the payment consists of. A ledger account is determined based on the selected positions.
Before booking the payment, you need to allocate the entire payment amount.
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