Instructions for Writing a Check (With a PO/Invoice):


  1. Select the "Checks" tab from the main menu.
  2. Click "Write New Check."
  3. Choose the bank account the check will be paid from (if different from the default).
  4. Enter the date of the check.
  5. Enter the name of the vendor or individual in the "Pay to the Order of" line.
  6. If there are open purchase orders or invoices for the selected payee, a pop-up will appear listing them.







  1. You can also click "Open Documents" to search for open POs/invoices or to create a new invoice (with or without an existing PO).
  2. Check off the PO/invoice(s) being paid.
  3. If the PO/invoice is being paid in full and no new invoice needs to be created, select "Pay Selected" and then click "Save" to complete the check.