Record third-party checks as customer payments

When you register third-party checks in the New Sale screen or in the New Payment screen, the application records the status of the check in portfolio. Those checks are then available to use for expenses, deposits, and other transactions.

New Sale screen

  1. In the New Sale screen, click Payments.

  2. In the Payment method field, select Third party check.

    Note: When you enter the third-party check information from the New Sale screen, the application completes the Payments section. You cannot edit the information in this section.

  3. Enter the information.
  4. Click Save in the New Third-Party Check panel.
  5. Enter the remaining information.
  6. Click Save & Close.

New Payment screen

  1. In the Sales screen, click Actions > Pay Invoice for the invoice to which you want to apply payment.

    Note: You can filter invoices by date, status, type, and sale point in the Sales screen.

  2. Select Third party check from the Payment Type field.

    Note: When you enter the third-party check information from the New Payment screen, the application completes the Notes field. You can edit this field.

  3. Enter the information.
  4. Click Save in the New Third-Party Check panel.
  5. Enter the remaining information.
  6. Click Save & Close.