Table of Contents
- 1. Click on Print Checks
- 2. Enter the necessary information
- 💡 Maximum Amount of Check Run
- 3. Choose the best method to find the invoice you are looking for
- 4. Select the Vendor if using that method and click next
- 5. Select the invoice(s) you want to pay
- 6. Click on Manage > Apply Deposit
- 7. Choose the deposit you want to apply on the invoice
- 💡 Want to use multiple deposits on the same invoice?
- 8. Click on Apply
- 9. Click on Next Step
- 10. Finalize the run
- ⚠️ Once you click yes there is no going back
- 11. Click on Print All Checks
- 12. Click the pdf Icon to see a detailed record.
- 13. Review the PDF
- 14. Click on Close
▶️How To Apply An Existing Deposit Using Print Checks
- 1. Click on Print Checks
- 2. Enter the necessary information
- 💡 Maximum Amount of Check Run
- 3. Choose the best method to find the invoice you are looking for
- 4. Select the Vendor if using that method and click next
- 5. Select the invoice(s) you want to pay
- 6. Click on Manage > Apply Deposit
- 7. Choose the deposit you want to apply on the invoice
- 💡 Want to use multiple deposits on the same invoice?
- 8. Click on Apply
- 9. Click on Next Step
- 10. Finalize the run
- ⚠️ Once you click yes there is no going back
- 11. Click on Print All Checks
- 12. Click the pdf Icon to see a detailed record.
- 13. Review the PDF
- 14. Click on Close
1. Click on Print Checks
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 may not populate if the current period has not yet 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. Select the Vendor if using that method and click next
5. Select the invoice(s) you want to pay
6. Click on Manage > Apply Deposit
7. 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 would deduct it from the deposit total.
8. Click on Apply
9. Click on Next Step
Review everything and click Next
10. Finalize the run
⚠️ Once you click yes there is no going back
Make sure to review everything before finalizing the run!
11. Click on Print All Checks
12. Click the pdf Icon to see a detailed record.
13. Review the PDF
You can see in the comment which deposit was applied on the invoice. Click on Next after reviewing.
14. Click on Close
The deposit should be applied now and should mark the invoice paid/partially paid.
