How to Record Payments in LedgerX
Easily record payments made to suppliers or other parties and keep your cash and bank balances accurate.
1
Open Payments
- Go to Payments → Add New
- The Payment Voucher screen opens
2
Choose Payment Details
- Select Cash or Bank
- Confirm Payment Date and Voucher Series
- Enter Bank Reference Number (if applicable)
3
Select Paid To
- Choose the supplier or account you’re paying
- Enter the Payable Amount
- Apply TDS if required (optional)
4
Select Payment Account
- Choose the Cash / Bank account from which payment is made
- LedgerX automatically shows available balance
These details ensure GST-compliant invoicing.
5
Add Narration & Save
- Add a short narration (optional)
- Click Save to record the payment