Basics
Aturian, Portal, and PopUp Notes Explained
Item Types
▶️How to Manage Order Notes
Items, Variants, & SKUs Explained
Accounting Statuses Defined
Orders
📁Creating An Order
📁Orders List
📁Tracking & Follow-Up
Processing & Scheduling
▶️How To Manage In-House Decoration
▶️How To Complete Orders
▶️How to Manage Open Orders
▶️How To Upload Order Documents
▶️How To Manage Draft Orders
Customers
Suppliers
Inventory
▶️How To Complete A Miscellaneous Inventory Adjustment
▶️How To Create Invoices From Pick Tickets
▶️How To Manually Adjust Inventory
▶️How To Use Pick Tickets with Pick/Pack
▶️How To Create A Reference Item
▶️How To Set Up & Process Royalties
▶️How To Process A Return To Inventory
▶️How To Process Inventory Receipts & Post To The Receiving Journal
Invoicing
📁Creating PreBills
📁Creating Credit Memos
📁Managing Prebills
▶️How To Reverse Customer Invoices
▶️How to Create Invoices From a List
▶️How to Process Single Customer Invoices
▶️How To Pay With Credit Card in Aturian
Stale Invoices
▶️How To Audit Sales Journal & Transmit Invoices
▶️How To Adjust Customer Invoices
▶️How To Manually Adjust/Add Sales Tax
▶️How to Create Consolidated Invoices
A/R
📁Customer Payments-Receipts
📁Applying Payments
▶️How To Apply Credit Memos to Open Customer Invoices
▶️How To Apply An Existing Deposit Using Print Checks
▶️Credit Card & eCheck Payments
▶️How To Reallocate A Customer Payment
▶️How To Apply A Customer Deposit To An Invoice
▶️How To Automate A/R Collections
▶️How To Process A Customer Refund Check
▶️How To Move A Customer Deposit
▶️How To Process A Refund Check From Supplier
A/P
📁Supplier Deposits
📁Checks and Payments
▶️How to Apply An Existing Deposit Using Print Checks
▶️Paying Supplier Invoices by Credit Card
▶️Paying Suppliers/Vendors with Single Checks
▶️How To Void A Vendor Payment
▶️How To Process Vendor Payments Via ACH
📁Enter Supplier Invoices
▶️How To Create a Non-PO Vendor Invoice
How To Process A Single A/P Invoice for Multiple PO's
▶️How To Enter Supplier Invoices and Close The Purchasing Journal
📁Manage Supplier Invoices
📁Shipping File Upload
▶️How to Manage Supplier Credits
Accounting
📁Year End Processing
📁Sales & Commissions
Managing Commissions Payments
Splitting Commissions Amongst Multiple Salespeople
Commissions Profiles Explained
▶️How to Process Sales & Commissions for Payroll
📁Bank Reconciliation
▶️How to Reconcile AP Ledger and GL
▶️How To Close A Book Period
▶️How To Create Manual Journal Entries
Reports
▶️How To Navigate Miscellaneous Reports
▶️How To Navigate Invoicing Reports
▶️How To Navigate Inventory Reports
Administration
Import/Export
▶️How To Create Tax Routines
Email SMTP Setup by Department or by User
▶️How To Add A Warehouse
▶️ How to Create/Modify Templates and Branding
📁Avalara & Tax Mgmt
Table of Contents
- 1. Navigate to A/P> Checks and Payments > Print Check
- 2. Enter the necessary information
- 💡 Maximum amount of check run
- 3. Choose the best method to find the invoice you are looking for
- 4. Click on Manage > Apply Deposit
- 5. Choose the deposit you want to apply on the invoice
- 💡 Want to use multiple deposits on the same invoice?
- 6. Click on Apply
- 7. Click on Next Step
- 8. Finalize the run
- ⚠️ Once you click yes there is no going back
- 9. Click on Print All Checks
- 10. Click the pdf Icon to see a detailed record.
- 11. Review the PDF
- 12. Click on Close
- All Categories
- A/P
- 📁Checks and Payments
- ▶️How to Apply An Existing Deposit Using Print Checks
▶️How to Apply An Existing Deposit Using Print Checks
Updated
by Matt Staff
- 1. Navigate to A/P> Checks and Payments > Print Check
- 2. Enter the necessary information
- 💡 Maximum amount of check run
- 3. Choose the best method to find the invoice you are looking for
- 4. Click on Manage > Apply Deposit
- 5. Choose the deposit you want to apply on the invoice
- 💡 Want to use multiple deposits on the same invoice?
- 6. Click on Apply
- 7. Click on Next Step
- 8. Finalize the run
- ⚠️ Once you click yes there is no going back
- 9. Click on Print All Checks
- 10. Click the pdf Icon to see a detailed record.
- 11. Review the PDF
- 12. Click on Close
1. Navigate to A/P> Checks and Payments > Print Check
2. Enter the necessary information
The cash account GL and book period should automatically populate.
The book period might not populate if the current period hasn't been created.
💡 Maximum amount of check run
This field allows you to only use a portion of the existing deposit.
3. Choose the best method to find the invoice you are looking for
You can also filter the invoices by selecting the payment preference.
4. Click on Manage > Apply Deposit
5. Choose the deposit you want to apply on the invoice
💡 Want to use multiple deposits on the same invoice?
You can select multiple deposits for one invoice. If the deposit has a larger amount than the invoice, it will deduct it from the deposit total.
6. Click on Apply
7. Click on Next Step
Review everything and click Next
8. Finalize the run
⚠️ Once you click yes there is no going back
Make sure to review everything before finalizing the run!
9. Click on Print All Checks
10. Click the pdf Icon to see a detailed record.
11. Review the PDF
You can see in the comment which deposit was applied on the invoice.
click on Next after reviewing.
12. Click on Close
The deposit should be applied now and should mark the invoice paid/partially paid.