How do I correct a payment set against the wrong invoice? Sometimes a payment is accidentally linked to the wrong invoice. This article tells you how to correct a direct payment...
How do I process a payment against an existing credit or pre-payment? The purpose of this article is to describe how to process a payment on an invoice using an existing credit...
In focus: Processing a payment On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos...
How do I add a new transaction through Balance Cash/Bank? The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance...
Learning path: Day Overview Getting familiar with the Day Overview feature Throughout, or at the end of the day, you will need to check...
How do I add ledgers to my ledger scheme? In Animana you are able to create your own ledger scheme to keep track of your financial balance, profits, and...
How do I process a pre-payment? This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when...
How do I process payments on existing invoices? Sometimes a client pays their invoice at a later moment in time than when it was created. In that case,...
How do I process payments while creating an invoice? After charging a client, you will need to process the payment in Animana. This article tells you how to process...
How do I correct a bank payment? Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. Sometimes, you may...