> For the complete documentation index, see [llms.txt](https://docs.crewcost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crewcost.com/documentation/daily-workflows/accounts-payable/add-a-payment.md).

# Add a Payment

Keep your project finances organized by logging payments with specific vendor and transaction details for real-time tracking and accuracy. When adding a payment, you can select the vendor, payment method, and transaction details, ensuring all payments are accurately recorded.

To add a new payment:

1. Select **+ New > Payment**. 

<figure><img src="/files/FeAZ3WAe0WRT6bRFxZG7" alt=""><figcaption></figcaption></figure>

2. &#x20;In **Essentials**, fill in the following fields to record the transaction details:

* **Customer:** The client associated with the payment or transaction. This identifies who the payment is related to and ensures accurate customer records.
* **Transaction Date:** The date on which the transaction takes place. This date determines when the transaction is recognized in your records.
* **Posting Period:** The accounting period in which the transaction is recorded, such as a specific month or year. This ensures the transaction is included in the correct financial reports.
* **No.:** A unique reference number assigned to the transaction. This helps with tracking, reconciliation, and auditing purposes.
* **Payment Method:** The method used to complete the payment, such as bank transfer, check, or another supported option.
* **To Account:** The account where the payment will be deposited or applied. This defines where the funds are recorded within your financial system.
* **Amount:** The total value of the transaction. This represents the exact amount being paid or recorded.

3. In the **Details** section, you will need to include the following information:

* **Transaction Date**: The date on which the transaction occurs. This is important for maintaining accurate records and ensuring that the transaction is logged in the correct accounting period.
* **Posting Period**: The specific accounting period (e.g., a month or quarter) during which the transaction is recorded. This helps with financial reporting and ensures that all transactions are categorized correctly in the appropriate time frame.
* **Number**: A unique reference number for the transaction. This could be an invoice number, a check number, or any other identifier that helps track and audit the transaction.
* **Payment Method**:
  * **Direct Deposit**: An electronic payment method where funds are transferred directly to the vendor's bank account.
  * **Paper Check**: A traditional payment method where a physical check is issued to the vendor.
  * **Record Only**: Used when the transaction is recorded for tracking purposes but does not involve an actual payment at that time.

4. Select **Open Invoices.** <br>

   <figure><img src="/files/CqzTzdinaNweMUGUPn2c" alt=""><figcaption></figcaption></figure>
5. Choose invoices. Then, select **Add**.

<figure><img src="/files/r78yIEIEkatZprwMkeQu" alt=""><figcaption></figcaption></figure>

6. Select **Save** to complete the process.

<figure><img src="/files/I7nW8jAaWXgkPjFsdyjE" alt=""><figcaption></figcaption></figure>

By following these steps, you ensure that all vendor payments are accurately recorded, credits are properly applied, and your financial records remain clear, consistent, and ready for reporting.

### See also&#x20;

Keep exploring our platform by taking the next step:

* [Add Batch Payments](/documentation/daily-workflows/accounts-payable/add-batch-payments.md): Learn how to create and process multiple vendor payments at once, saving time and ensuring consistency.
* [Add a Purchase Invoice](/documentation/daily-workflows/accounts-payable/add-a-purchase-invoice.md): Discover how to record vendor invoices correctly so expenses, balances, and due dates are tracked accurately.