Recording Check Payments

Ensure your books are always up to date for customers paying via check.

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If customers are still paying their invoices via check, it’s important to record these payments to ensure your accounts receivables are up to date. With Alternative Payments, there are a couple of ways to mark them as paid:

1. Update your PSA or Accounting Software When you receive a check payment, mark it as paid in your primary integration. That update will sync back to your Alternative Payments partner dashboard and update the status of the invoice accordingly.

Note: Depending on your integration, it may take up to an hour for the sync to occur.

1. Mark the invoice as paid in your partner dashboard If you’re using Alternative Payments for invoicing and as your source of truth with no integrations connected, you can easily record payment for an invoice paid via check by selecting the ellipses beside the applicable invoice and marking it as paid. For partners using a PSA or accounting software integration, this option is available to use as well, however, it’s important to note that this marks the invoice as paid in our system only and does not update the status in your integration.

Looking to convert cheque payers to online payments? Connect with your dedicated Partner Success rep for strategies to seamlessly implement this shift and ensure a smooth transition.