Payers

A payer refers to an individual or entity that provides you with payment for services rendered or goods provided. For instance, you might have a payer for your full-time employment and another for freelance projects. It's important to note that you can only link incoming payments to a payer; expenses cannot be attributed to a payer since they represent outflows of money.

You are not restricted in the number of payers you can establish. Feel free to set up as many as necessary. By doing so, you can efficiently organize your income streams and easily monitor the amount of money you're receiving from each source.

How to create a payer

To add a new payer:

1. The simplest method is to click on Actions in the top right corner, which opens a dialog box. From the list of options, choose Add new payer. A new dialog will appear, allowing you to create the payer.
2. Alternatively, when entering a transaction that needs a payer, you can type the new payer name. If it doesn't exist, select Create ... to launch the payer creation process, after which you'll be returned to your previous task.

How to edit a payer

To modify a payer, navigate to the Payers page and click on the payer name you wish to edit. A menu will appear; select Edit to bring up a dialog box. Here, you can change the payer's name.

How to delete a payer

To delete a payer, click on its name on the Payers page, which will bring up a menu. From there, select Delete to open a dialog box where you can confirm the deletion. A summary will then be displayed, detailing the payer resources that will be permanently removed upon confirmation.

What happens when I delete a payer?

Deleting a payer permanently removes all associated data, including transactions. This action is irreversible, so ensure you are certain before proceeding with the deletion.