If a different payment method was originally selected on the Add Invoice page, it can be changed on the Pay Invoice page before processing the payment.
Steps to Pay an Invoice via Manual
1. Go to:
Accounting > AP > Pay Invoice
2. Locate the Invoice:
Use the available filters to search by association, vendor, invoice number, or other relevant details to find the invoice that needs to be paid.
3. Review Payment Settings:
- Bank Account: Confirm the correct bank account from which the invoice will be paid.
- Payment Method: Select Manual.
Once selected, a new field will appear where the Check # can be entered.
Note: The system will not generate an actual check using this method. It will only create the necessary accounting transactions and mark the invoice as paid using the provided check number. This is helpful for tracking and during the bank reconciliation process.
- Check Date: Enter or confirm the payment date. This can be adjusted as needed.
4. Select and Process the Payment:
- Check the box next to the invoice(s) you want to pay.
- Click Process Payment from the Actions tab to complete the transaction.