Payment Management in Finty

Payment Management in Finty

Accurate and efficient payment management  is a core part of running any repair or retail business. From purchasing parts to selling services, every transaction matters. Accurate payment tracking ensures healthy cash flow, organized records, and better decision-making. Finty makes payment management easy, fast, and fully integrated — even for users with little to no accounting background.
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Purchase Service for Payment Management

New Purchase Invoice

You can issue a purchase invoice using the New option.

Filter Option

Filter what you see based on specific criteria.

Excel Export

Use the Excel option to export the list to Excel.

Simplified Payments After Invoicing

One of Finty’s most convenient features is the ability to make payments immediately after creating a purchase or sales invoice. This eliminates unnecessary steps, reduces the chance of errors, and saves time by keeping everything within one connected workflow.
Finty is an all-in-one accounting, inventory, and repair shop management solution designed for small businesses. The payment management system is tightly integrated with your invoices, making it easy to go from issuing a document to recording payment — in just a few clicks.
Issue Purchase Invoice

Insert Product

Click Insert Product to add products to the purchase invoice.

Make Payment Directly

Directly make the payment by clicking "Save and go to financial entry" option.

Recording a Purchase Payment

Finty’s payment management system makes it easy to handle your purchases and payments all in one flow. Once you’ve created a purchase invoice, you don’t need to switch to another section or repeat steps — the payment process is fully integrated.

To record a purchase payment in Finty:

  • Go to the Invoices & Items menu and select Purchase.

  • Click New to start a new purchase invoice.

  • Add the items you’re buying. If you’ve received any discounts from your supplier, enter them in the appropriate field.

Recorded Payment

Payment Method

Choose one or multiple payment methods to make the payment.

Recording the Payment

  • When you're ready to pay, click Save and go to Financial Entry. This action saves the invoice and takes you directly to the payment screen — no extra clicks or confusion.

  • From there, simply select your preferred payment method: bank transfer, cash, or check.

In the example shown, the payment is split — part paid in cash and the rest by bank transfer. With Finty’s intuitive payment management, this kind of transaction is recorded effortlessly and accurately, keeping your financial records clean and up to date.

Sales Service for Payment Management-1

New Option

Click New to issue a sales invoice.

Exclamation Mark

Click Exclamation Mark to view client transaction and card index.

Invoice

Click exclamation mark in Invoice No column to view the invoice.

Completing a Sales Payment

Finty’s payment management system is built to streamline your sales process from start to finish — from creating an invoice to recording the payment, all within one simple workflow.

To complete a sales transaction:

  • Navigate to the Sales service and click New.

Issue Sales Invoice-1

Tax

Add discounts and different tax rates to invoices.

Make Payment

Make the payment directly without closing the invoice by clicking "Save and go to financial entry".

Card Icon

Use Card icon to make the payment after closing the invoice.

  • Enter the customer’s name and choose the products or services being sold. Make sure all items are in stock — if not, Finty will notify you and prevent the invoice from being saved to avoid errors.

One of the key benefits of Finty’s payment management system is its flexibility. You can:

  • Apply different tax rates for each item or service in a single invoice.

  • Add individual discounts per line item.

  • Set commission percentages for your staff, whether they’re salespeople or technicians — and Finty will automatically calculate and apply the correct amount.

This built-in automation ensures accurate, transparent invoicing and reduces manual work — giving you more time to focus on running your business.

Payment Method

Choose one or multiple payment methods to make the payment.

After saving the invoice, you have two options for completing the payment:

  • Click “Save and go to Financial Entry” to record the payment immediately — ideal when the transaction is completed on the spot.

  • Or use the card icon later to log the payment manually whenever it’s received.

Track Received Payments-1

Receive Service

View all received payments related to sales invoices in "Receive" service.

Total received payment amount.

Managing All Your Payments

Effective payment management means more than just recording transactions — it also means being able to track, review, and verify every payment made and received in your repair shop. Finty keeps this process organized and easy to navigate.

To track received payments (such as from customer sales), go to the Accounting menu and select the Receive service. You’ll find all your incoming transactions neatly listed, with tools to search, filter, and confirm payment details.

Payment Service

View all payments made related to purchase invoices in "Payments" service.

Total payment amount.

To view payments you've made (for example, supplier purchases), head to the same Accounting menu and choose the Payment service. Here, you can review all outgoing payments, whether completed by cash, bank transfer, or check.

With everything tied into Finty’s centralized system, your payment management becomes seamless, transparent, and fully trackable — giving you confidence in every financial step your business takes.

Conclusion

Finty’s built-in payment management system brings together speed, simplicity, and control. From invoicing to recording payments, every step is streamlined to help you manage your cash flow efficiently — no extra tools needed. Whether you're collecting a payment from a customer or paying a supplier, Finty makes the process smooth, accurate, and hassle-free.

Frequently Asked Questions about Payment Management in Finty

Can I make a payment immediately after creating an invoice?
Yes, Finty lets you record payments right after creating a purchase or sales invoice using the "Save and go to Financial Entry" option. This helps you complete transactions in one smooth workflow.
What payment methods are supported in Finty?
Finty supports payments made via bank transfer, cash, or check. You can choose your preferred method when completing a transaction.
How do I track received payments?
To track incoming payments from customers, go to the Accounting menu and select the Receive service. You’ll see a list of received payments along with tools for filtering and verification.
How do I review outgoing payments to suppliers?
Head to the Accounting menu and choose the Payment service. You can view all outgoing transactions, including payments made by bank, cash, or check.
Can I split a payment between multiple methods?
Yes, Finty allows you to split payments between methods — such as part in cash and part by bank transfer — and records them accurately in the system.
Is it possible to assign commissions and taxes within the sales invoice?
Absolutely. Finty lets you assign different tax rates, discounts, and staff commissions to each line item within a sales invoice. The system calculates these automatically.
Do I need accounting knowledge to use Finty’s payment system?
Not at all. Finty is designed for ease of use, even if you have little or no accounting experience. The interface is intuitive and guides you through each step of the payment process.

Can I make a payment immediately after creating an invoice?

Yes, Finty lets you record payments right after creating a purchase or sales invoice using the "Save and go to Financial Entry" option. This helps you complete transactions in one smooth workflow.

Is it possible to assign commissions and taxes within the sales invoice?

Absolutely. Finty lets you assign different tax rates, discounts, and staff commissions to each line item within a sales invoice. The system calculates these automatically.

Do I need accounting knowledge to use Finty’s payment system?

Not at all. Finty is designed for ease of use, even if you have little or no accounting experience. The interface is intuitive and guides you through each step of the payment process.

Experience Finty in Action

🎥 See how Finty makes payment management simple and efficient on our YouTube channel .