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Accept a Check Payment

Updated

Check payments may be accepted via the Billing module, or on an individual contact Billing tab.

 

Acccept Checks within the Billing module

 

  1. From the Billing module Sales/Invoices tab click the icon for the invoice to which you wish to apply a payment.                      
  2. Select Enter Check      

            
  3. Payment From: This will automatically be populate with the name of the contact for whom the invoice was created.  
  4. Payment Date: This will display the current date. You may change this at initial creation of payment, however, once the payment is saved you will not be able to change the date.  
  5. Check Number: Enter the check number as a reference.   
  6. Amount: The invoice against which you wish to apply payment is automatically selected and the full amount of the invoice will be displayed by default. You can select additional invoices, and the system will total those invoices. You may also change the amount if needed. NOTE: If you have enabled Allow Partial Payments, you will be able to over-ride the amount of the invoice and pay more or less. When a partial payment is received, the payment will be applied to the largest item first.  See Prevent Members from Making Partial Payments
  7. Email Payment Receipt: This option is selected by default, and will send the automated Invoice Payment Received email to the contact. This is only sent if the payment is applied an invoice, it will not be sent for an overpayment.
  8. Click Done.

 

Accept Checks on a Contact's Billing tab

 

  1. For the desired contact click the Billing tab     
  2. Click the icon for the invoice you wish to pay
         
  3. Payment From: This will automatically be populate with the name of the contact for whom the invoice was created.  
  4. Payment Date: This will display the current date. You may change this at initial creation of payment, however, once the payment is saved you will not be able to change the date.
  5. Check Number: Enter the check number as a reference.
  6. Amount: The invoice against which you wish to apply payment is automatically selected and the full amount of the invoice will be displayed by default. You can select additional invoices, and the system will total those invoices. You may also change the amount if needed. NOTE: If you have enabled Allow Partial Payments, you will be able to over-ride the amount of the invoice and pay more or less. When a partial payment is received, the payment will be applied to the largest item first.  See Prevent Members from Making Partial Payments
  7. Email Payment Receipt: This option is selected by default, and will send the automated Invoice Payment Received email to the contact. This is only sent if the payment is applied an invoice, it will not be sent for an overpayment. 
  8. Click Done.