Payment Entry Quick Start

To enter any type of payment:

1. Select "Write Checks".
2. The Check Number is automatic and you should not generally need to change it. If you are hand-writing checks or using pre-printed checks, verify that the check number matches the paper check you plan to use. If you are entering a non-check form of payment, check the Electronic Payment box. This removes the check number entirely.
3. The Date should be the date the payment is sent.
4. Type in the Payee, or choose from the list using the down arrow. Remember you can use the (+) sign to add or edit a name and then return to writing your check.
5. The dollar amount (as well as memo and account breakdown) of the most recent check written to this vendor will be automatically entered. If necessary, change this information to what you need THIS current check written for. After typing in the correct amount, press Enter.
6. Enter a specific Memo in the memo text box, indicating what the check is being written for.
7. Choose the Account(s) the check is to be taken from, and the amount for each.

At this point, you can either print this check (ensure “Print this Check” is marked, then click “Print Checks”) or write more checks (click “New Check”, or press F8). You can print multiple checks by ensuring “Print this Check” is marked for each check, then clicking “Print Checks” when you are finished writing all your checks.

Note: Always enter all purchases and payments as checks. Never use a General Journal Entry to record a purchase or payment.

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