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Record a payment correctly

Partial payments and an agreed discount

Silent walkthrough · fictional EUR examples · October 2026. Every action is described below.

0:00 · Record a payment correctly

Partial payments and an agreed discount

A budget-themed illustration accompanies the WorkStudio film title. The ending adds “Thank you for watching.”

0:06 · Find the right bill

Expand Bills and payment status and locate Business email.

Expand Bills and payment status and locate Business email.

0:16 · Open Record / review

Confirm which bill the payment belongs to.

Confirm which bill the payment belongs to.

0:26 · Use the actual payment date

The bill date and cash payment date may differ.

The bill date and cash payment date may differ.

0:36 · Pay part of the bill

Enter 2 EUR and leave the settlement checkbox unchecked.

Enter 2 EUR and leave the settlement checkbox unchecked.

0:46 · Check the remaining amount

The 6 EUR bill is Part-paid, with 4 EUR left.

The 6 EUR bill is Part-paid, with 4 EUR left.

0:56 · Record the final 3 EUR

The supplier agreed a 1 EUR reduction on this example bill.

The supplier agreed a 1 EUR reduction on this example bill.

1:06 · Confirm settlement

Check This settles this bill only when nothing more is owed.

Check This settles this bill only when nothing more is owed.

1:16 · Explain why

A payment note records the reason for the discount.

A payment note records the reason for the discount.

1:26 · Verify and save

The bill is Paid, with 5 EUR recorded and zero remaining.

The bill is Paid, with 5 EUR recorded and zero remaining.

1:36 · Record a payment correctly

Thank you for watching. Keep building a clearer picture of your costs.

A budget-themed illustration accompanies the WorkStudio film title. The ending adds “Thank you for watching.”