Find a financial record or a payment

The two lists

Open Finances › Overview in the menu. At the top, choose a list:

• Financial records: every record of your workspace. Sales invoices, credit notes, incomes and purchase invoices, drafts included.
• Recorded payments: every payment recorded on these records.

Financial records

Each line shows:

• Description: the number and category of the record, and the contact’s name. A paperclip means the record has attachments. On a sales invoice or a credit note, the eye button opens a preview.
• Date.
• Amount: + for an income, − for an expense, with an icon for the payment method.
• Contact.
• Status.

The newest records come first. To change a record, click its number.

To find a record:

• Click Search and type part of its number, its description or its internal note. The contact’s name is not searched: use the Contacts filter.
• Click Show filters to filter by Reporting period, Contacts, Category, Payment method or Type (income or expense).

What you can do with a record

Click the actions button (⋮) at the end of the line:

• Edit: opens the record’s form. A sales invoice opens the invoice form, an income the income form, and so on.
• Record payment: when something is still due. See Record a payment on a purchase invoice.
• Copy: the copy shows in the list.
• Delete: the record goes to the Trash, where you can restore it. See How the trash works. A sales invoice with a payment can’t be deleted.

To delete several records at once, tick them and choose Delete at the top.

Recorded payments

Each line shows:

• Date: the day of the payment.
• Amount: + for money received, − for money paid.
• Payment method.
• Related record: the record that was paid. Click it to open the record in a new tab.

Click Show filters to filter by Type, Payment method or Currency. This list has no search.

Click the actions button (⋮) of a payment:

• Edit: change a payment that was recorded by hand.
• Delete: remove the payment. The record is due again.

Add a record

Click Add new and choose:

• Add income: see Add an income that is not a sales invoice.
• Add purchase invoice: see Add a purchase invoice.
• Create invoice: see Create a sales invoice.
• Import: incomes or expenses from a CSV file. See Add an income that is not a sales invoice.

Common questions