Applying a Check Payment to an Existing Receipt

How to Access

Start by navigating to Forms > Form List > Receipts for a specific form and finding the receipt you need to add a check payment to (that receipt will have a red/negative balance).

1. To begin, click on the eyeball next to the receipt you're working with.

2. Inside the receipt, click the Add a payment record button on the righthand side of the page. Note: If you have a pop-up blocker on, you'll need to disable it now.

3. In the window that pops up, select Check as the Payment Type, enter the Amount of the check, and add any relevant Comments (like date and/or check number) before clicking Submit.

Click Close. Once the page has refreshed, you'll see that the check payment has been applied. The balance will be less the amount of the check payment. Note: To delete the check payment, simply click the red Delete X to the right of the Credit-Check area.