This page walks you through writing a check for an AP amount. The entity in the CRM should be set up in the AP Info tab as a Supplier, with the Account Type set.
This page explains how to:
Open Check Writer
In the accounting module, under the Banking section of the Menu Tree, select (00) Write Check/Drafts.
This will open the check writer where you will select the bank account you are writing the check from.
Write a Check for an AP amount
a) Click the Add button on the bottom left of the check writer screen.
b) Select the company that you are paying in the Entity Information.
After you have the entity that you are writing the check to, if they are set up correctly in the CRM, you will see everything that is owed to this entity.
For example, when I select my NTP entity, the grid is populated with the AP transactions. Here you can select the invoice you want to pay.
Selecting the invoice you want to pay
The entity reference should be the invoice number that you are looking to pay. Once you locate the invoice you want to pay, click on the Pay button on the line of that invoice.
For example, if I want to pay invoice PS-12362732:
After I click Pay, the transaction grid at the bottom will update by crediting the bank account and debiting the AP account.
You can pay multiple invoices on the same check, by clicking on the other Pay button invoice lines. For example, I can also pay invoices 6513212 AND 465 with my PS-12362732.
When you are ready to print the check, click on the Print button at the bottom of the screen.
After the check has printed, the check header will change the status from Not Printed to Printed.