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Accounting Pro — Cash · Payment Vouchers (how to use)

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Cash · Payment Vouchers

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Cash · Payment Vouchers.
  4. Direct route (for admins): admin/accounting_pro/accounting_pro_payment_vouchers

What this screen is for

Record money paid out (suppliers, expenses, transfers).

How to use — step by step

  1. Create payment voucher.
  2. Select bank/cash account, payee, and amount.
  3. Link to vendor bill or expense account lines.
  4. Approve/post so bank and AP/expense accounts update.

Common buttons & actions

  • Save
  • Post
  • Print voucher

Required permissions

Staff need the accounting_pro_payment_vouchers feature with: view, create, edit, delete, approve, cancel.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

  • Link this bank to a Setup → Payment Modes entry so invoice/expense payments post to this account.
  • CRM Payment Modes (Setup → Payment Modes) auto-link here as bank/cash accounts. Payments using that mode post to the linked COA.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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