NZ's Most Popular Keep-It-Simple Accounting Software

How do I allocate a cashbook payment to an invoice?

On the “Cashbook” screen, there is a “Line Details” section at the very bottom which relates to the line (transaction) that you are currently on.  To allocate a payment to an invoice, select the invoice number to which it pertains from the “INV” dropdown box in the “Line Details” section (at the very bottom of the screen).

Watch a video tutorial on Invoice Payments.

Important Info for Gmail Users

If you use a Gmail address with Cashbook, please click here and follow the steps under the “Gmail” heading to continue sending emails from Cashbook using a Gmail address.