Pay an expense claim by check
Create a check payment to pay an expense claim, then print the check or save it for printing later.
Find the expense claim and create the check payment
- Go to Accounts, then Expense Claims.
- Click the Awaiting Payment tab.
Open the expense claim you want to pay by check.
Enter the expense claim payment details and check the Pay by check box.
Complete the Pay by Check details
Now that you've created the check payment for the expense claim, you'll need to complete the Pay by Check details.
|Field||Tips for completing the field|
You can change the number to the next available number, or a check number you deleted.
You cannot reuse a check number on an uncleared, reconciled, or voided check from the same bank account. Check numbers are unique across bank accounts.
You can change the payee. Both names appear on the check - the original payee displays as a reference so you know who the payment is to.
Add, edit, or delete a memo to display on the check.
If you add or change the address of your payee, this will also update the contact's postal address.
You can change the style applied to the check.
Print the check or save it
After you've completed the Pay by Check details, choose to print the check or save the check payment.
|Field||Tips for printing or saving|
|Save & Print PDF|
Before you print the check, you will need to do the following:
Save the check payment in the following situations: