Payments

Article Contents: This article explains how to select invoices for payment and manage the check printing process in synergy accounting

Step-By-Step:

The Payments tab under Accounts Payable will be where you can select invoices for payment, review payments, print checks, post payments, void checks, and search for specific check numbers.

Check printing will be done in a series of steps:

1. Select Invoices for Payment

2. Post your selected invoices

3. Approve posted selected invoices

4. Issue payments

Select Invoices for Payment:

Step 1:  The first step to printing checks will be to select invoices for payment. This is done under payments:

Select “New”

Step 2: You will then see all open invoices that are available for payment:

Step 3: In order to select open invoices for payment, checkmark next to the invoice(s) and click the right arrow to move the invoice(s) to selected. You will then either “Post”, which will automatically send the invoice(s) to the approval step, or “Save & Close”.

Step 4: To unselect, check the invoice under “Selected invoices” and use the left arrow to move the invoice back to open invoices.

The amount to be paid will default to the full invoice amount. To enter a partial payment, change the amount in the Amount To Be Paid box. To view additional invoice details, click “show more”.

Step 5: To search Open Invoices by a certain criterion, you can use the “General Selection” tab:

This will allow you to search by due date, discount date, Vendor ID and/or vendor type.

Once you have selected all invoices for payment, the check run will be assigned a Payment ID. This is a system generated number and cannot be changed. This number can be used to reference the check run.

Step 6: The Payments screen will list all invoices that have been selected for payment but not yet printed or posted. From this screen you can delete or post invoices for payment. In order to do this you will check the box next to the invoice and select either “Delete” or “Post”.

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