How do I book a payment directly onto a ledger?
The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance...
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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 create a financial statement?
In Animana you are able to create a Financial Statement which provides a detailed list of invoices and payments for... -
How do I allocate insurance payments?
After a claim has been sent to an insurance company you may receive full or partial payment from the insurance... -
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... -
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 process incoming bank payments?
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. The moment the... -
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 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...