Manual Checks

A manual check is a handwritten check used to make a payment.

Note: You cannot print manual checks.

  1. You can record a manual check from two locations:

    • From a list of invoices, select next to an invoice, then select Record manual check.

    • From an invoice record, select More actions, then select Record manual check from the invoices action bar.

  2. From the Record manual check screen, select the bank account to use. To quickly locate a bank account, enter the name in the field, or use the search.

  3. In the Amount field, enter the amount to pay. You can enter less than the full amount to partially pay the invoice.

    Tip: You can filter and view invoices using the "Partially paid" status.

  4. Next, enter the Check number, Check date, and Post status.

  5. Select Cleared if the manual check has cleared the bank, and enter the date the check cleared. If it has not yet cleared, you can select this later when the check clears and enter the date at that time.

  6. Click Save. The invoice is automatically marked as paid and the associated payment record is created.