Follow

Pay Invoice: Split Selecting/Queueing and Printing Checks


The video is at the bottom of the page.

Depending on your user permissions, Pay Invoice can be used in two different ways:

1.  A single person selects the invoices and prints the checks. This all done from the Pay Invoice screen

or

2. One person uses the Pay Invoice screen to select the invoices to pay, then they queue them for payment.
A second person prints out the checks from the Bank Account screen.

 

This is setup based on Group/User permissions:

If a user has permission to Pay Invoice (shown below), they will be able to go into the Pay Invoice screen and select invoices and queue them for payment.

PAYINV.JPG


If a user has permission to Print Check or Print Signed Checks (shown below), they will be able to print checks from either the Pay Invoice screen (if they have rights) or from the Bank Account screen.

PRINTCK.JPG

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

 

 

Have more questions? Submit a request
Powered by Zendesk