Send Payment - Create Checks

Creating checks to pay for Vendors, Drivers, Owner Operators and Staff

1. To create Checks, all you have to do is to go to Accounting menu and select Send Payment, from where you will be prompted with a popup screen to Send Payments.

2. After you've selected the Send Payments, there will be a popup screen, from which you'll have multiple options, that will be explained in the steps below. 

3. If you are sending Checks to your Vendors, all you have to do is to Select one Vendor or multiple Vendors you want to print out your Checks to. 

4. If you wish to print out checks to your drivers, just select one of the drivers or multiple to print checks to.

5. Same as for the Owner Operators.

6. And for the Staff members.

7. Once selected you want to print checks to, for an example, sending checks to drivers. Click on the Next button.

8. From where you will be prompted to Select Method, where you will select Check as a payment method, and click Next. 

9. From this point, you can select the funding account, or change it, perhaps even add a new one, and enter the starting check number.

10. Then enter your memo and the amount for the check.

11. You can click on the check for a preview

Preview of the check will popup. 

12. After you've entered all the data for the checks, scroll down and click on the Preview & Print # Checks.

13. You will be prompted with a popup to change the style of your check, such us Check Style, from which you can use the Voucher style.

or you can use the Standard style. 

14. And you can personalize your check by adding or removing Company Logo from your check, you can use or remove the bank logo, and you can add or remove signature from the check. 

The last step is to Print the checks, which will generate the checks, which you will be able to print out.

Creating checks for Open Bills

15. Choose your open bill you want to create a check to. You can choose one open bill or multiple.

16. Select check as a payment method, and click Next.

17. Select your funding account or change it, perhaps even add a new one, and enter the starting check number. 

18. Open Bills are predefined with a memo and the amount. You can change the memo data, and set your preferred, or you can leave it as it is. 

19. Click on the Preview & Print & Checks and follow the steps '13.' and '14.'.

Creating checks for Open Settlements

20. Select your open settlement or multiple and follow the steps '15. to 19.'