This feature enables businesses to generate checks directly within the platform, creating a printable file that can be printed on compatible check stock for a traditional mailing process. The following documentation outlines how to set up and use the Print Check payment method within Invoiced.
Log into your Invoiced account and navigate to the Settings menu. Find the Payment Methods section, which allows you to manage your preferred methods for paying vendors.
Within the Payment Methods options, select Add Payment Method and choose Print Check from the list. This action enables the Print Check feature for your account.
Before printing your first check, ensure your printer is correctly set up and you have compatible check stock. The configuration might include:
- Adjusting printer settings for check printing (e.g., alignment, quality).
- Ensuring you have the correct type of check stock, which matches the layout of the checks generated by Invoiced (e.g., top, middle, or bottom check position).
Go to the Bills section on your Invoiced dashboard and select the invoices you wish to pay. Verify that the vendors accept check payments.
After selecting the bills, proceed to the payment method selection and choose Print Check. You will then enter the necessary details for the check, such as:
- Payment amount
- Payee information
Confirm the payment details, and Invoiced will generate a printable check file. This file is formatted to fit your specified check stock layout.
Download the printable check file from Invoiced and print it on your prepared check stock. Ensure the printout aligns correctly with the check stock, and all details are legible.
Once printed, you may need to sign the check manually, depending on your company's internal controls. Finally, mail the printed check to the vendor's payment address.
- Printer and Check Stock Compatibility: Regularly ensure that your printer is compatible with the check stock being used and that settings are correctly adjusted for high-quality prints.
- Security Measures: Store your check stock securely to prevent unauthorized access. Consider using check stock with security features to reduce the risk of fraud.
- Record Keeping: Keep a digital record of all checks printed and mailed, including the check number, amount, payee, and date, for reconciliation and auditing purposes.
- Vendor Communication: Inform your vendors that they will be receiving payments via mailed checks to manage their expectations regarding payment processing times.
By following these steps, you can efficiently utilize the Print Check payment method within Invoiced to manage your accounts payable process, combining the convenience of digital transaction management with the traditional security of check payments.