Balancing Checks

The penultimate step of the process of entering in invoices and commissions to pay Salespeople is the act of balancing checks.

What you'll learn

This task is done on the Check Log screen found under Order Payments in the Navigation Menu.

While on this screen, use the Balance Checks button to begin:

Within the resulting window, you will see all OPEN checks, including any that may be balanced.

Only check with no outstanding balance or difference may be balanced.

Checks eligible for balancing will have the Approve button available for you to click.

To balance multiple eligible checks, you may select your checks and use the Balanced Selected button at the top of the window.

Once balanced, the check will have it's status updated in the Check Log, and it may no longer be deleted.

The final step of the process is Paying your Salespeople.