Manual Checks

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

Note: You can use a manual check to pay only one invoice at a time. A manual check can't pay multiple invoices. Also note that you can't print manual checks.

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

    • From the list of invoices, select Record manual check from the context menu of an invoice.

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

  2. Search for and select the bank account to use.

  3. Enter the full amount to pay. If needed, you can enter less than the full amount to partially pay the invoice.

    Tip: From the list of invoices, you can filter and view using the "Partially paid" status.

  4. Enter the check number, then select the check date and post status.

  5. If the manual check has cleared the bank, select Cleared and enter the cleared date. Otherwise, you can update these details later when the check clears.

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