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Tip: Using the Credit page

1/17/2007 in ClearCheckbook News
In order to use the Credit page, you need to have at least one credit card set up on the site. To do this, go to the "Settings" tab and click on "Manage Account Types" and make sure one of your accounts has the type "Credit Card."

When you make purchases on your credit card and add them to the site, they will show up on the "Credit" page. To get to the "Credit" page, click on "Accounts" and then click on "Credit." This page will list all your credit card purchases. If you have multiple credit cards, you can use the drop down box to select a specific one.

The main goal of the Credit page is to allow you to "pay off" your credit card bill and identify which purchases were included on this bill. To do this, when it comes time to pay off your credit card bill, select the check box next to each payment listed. When you have selected all the payments on the bill, click the "Pay Purchases" button.

This also serves an additional purpose of making sure that all entries on your credit card statement are accounted for. There's nothing worse than trying to track down some purchase you don't remember making. Keeping track of everything in ClearCheckbook will help reduce these headaches.

After you click "Pay Purchases" it will take you to an "Add Entry" type page that automatically fills in the total amount of your bill (assuming you're paying it off in full) as well as all the payments included on this bill.

You can enter the rest of the information, like the description, account you're paying with, etc. When you are done, click "Pay Card" and it will archive all the credit card purchases for that bill and replace it with your payment.

If you want to go back and see what purchases were included on any payment, go to the "Credit" page and there is a section that says "Paid Credit Card Purchases." This section will list all your paid payments and you can click on the name of the payment to see all the purchases that were paid off for that specific bill.

This is a really powerful feature that helps a lot of people, but I know that some people are often confused and don't know how to use it. Hopefully this helps clear some things up and you can start using the Credit page to help you manage your credit card payments.

Comments for this post:

Thanks for the information, I was a bit confused by that. I presume it's ok to change the amount paid (if not paying it off in full) without any problems, right? It still archives all the purchases for that bill and only deposits the "paid amount" to the account?

Also, is there a way to go back and association previous payments with a batch of credit purchases on the credit page?

by gregor on Jan 17, 2007
RE: gregor
Yes, you can change the amount paid and it will still archive the selected payments.

Hmm, the only way I can think of going back and associating previous payments is to go back and edit them all and mark them as Credit Card payments, then go to the Credit page and basically "repay" them. What you can do is change the date to when you originally paid the bills.

You just have to make sure you're matching the right purchases up with each payment.

I hope that makes sense. If you have further questions, use the Contact Us form to send us an email.

by Brandon on Jan 17, 2007
partial payments
I tried using the credit card feature, but maybe I'm not doing it correctly.

I want to just "pay off" part of my bill, without regard to specific transactions. Is this possible and how?

For example, after I entered the amount I wanted paid and pressed "add transaction", it withdrew the amount from the the account I chose, but didn't deduct it from the balance on the credit card.

And when I tried to check some specific actions to be included in the payment, the all the transactions disappeared as well as their total balances, even though the amount I "paid off" wasn't equal to the sum of all specific transactions.

Any suggestions from anyone who just understood that?
by drtitus on Mar 22, 2008
This still working?

I can't see any "CREDIT" page, is this working?

by mchavarriae on Aug 3, 2016


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