Generate Checks

Generate and print checks to pay your vendors.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
On the Unpaid tab, click Pay Invoices.
Select Check as your Payment Method.
Select the invoice(s) you want to print and click Generate Checks. A PDF of your checks displays.
Click the printer icon for a physical copy or Download for a PDF.
Read and select the option from the Printed Checks message that applies.
- Yes, all checks printed correctly— Marks the invoices as Paid and posts checks to Posted Transactions and the Printed Check Log.
- Some checks need reprinting, starting with check:— After you enter the starting check number, a new PDF with only the checks that need printing is created.
- No, I need to start over— There was an error printing your checks, and it will take you back to the previous step.
Click Ok.

Note: To generate a credit, you must select it with invoices from the same vendor.
The credit will remain in the list until you've collected enough invoices from that vendor to exceed the credit amount. If you still need to pay invoices to the vendor despite the credit, generate payments for them separately.

Generate Bill Payments

Enter a bill payment.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
On the Unpaid tab, click Pay Invoices.
Select Bill Pay as your Payment Method.
Select the invoice(s) you want to record and click Generate Checks.
Your recorded payments will display in the Posted Transactions tab.

Note: To generate a credit, you must select it with invoices from the same vendor.
The credit will remain in the list until you've collected enough invoices from that vendor to exceed the credit amount. If you still need to pay invoices to the vendor despite the credit, generate payments for them separately.

Enter charges to a credit card.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
On the Unpaid tab, click Pay Invoices.
Select Credit Card as your Payment Method.
Select the invoice(s) you want to record and click Generate Charges.
Your generated charges display in the Posted Transactions tab.
Note: To generate a credit, you must select it with invoices from the same vendor.
The credit will remain in the list until you've collected enough invoices from that vendor to exceed the credit amount. If you still need to pay invoices to the vendor despite the credit, generate payments for them separately.

Enter payments via debit card.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
On the Unpaid tab, click Pay Invoices.
Select Debit Card as your Payment Method.
Select the invoice(s) you want to record, and click Generate Payments.
Your generated payments will display in the Posted Transactions tab.
Note: To generate a credit, you must select it with invoices from the same vendor.
The credit will remain in the list until you've collected enough invoices from that vendor to exceed the credit amount. If you still need to pay invoices to the vendor despite the credit, generate payments for them separately.

Enter payments that were made electronically.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.

In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
On the Unpaid tab, click Pay Invoices.
Select Direct Payment as your Payment Method.
Select the invoice(s) you want to record, and click Generate Payments.
Your generated payments will display in the Posted Transactions tab.
Note: To generate a credit, you must select it with invoices from the same vendor.
The credit will remain in the list until you've collected enough invoices from that vendor to exceed the credit amount. If you still need to pay invoices to the vendor despite the credit, generate payments for them separately.