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

Quick Links

• Video Overview
• FAQs

What you'll learn

• How to balance checks with invoices in MarketTime

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

Video Overview

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.

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

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.

FAQs

Here are some frequently asked questions we receive about balancing checks:

• How do I make an adjustment to a commission check in the check log?

How do I make an adjustment to a commission check in the check log?

You can do this two different ways:

Option 1

1. Navigate to the Check Log
2. Locate the check
3. Click Edit
4. Edit the check to have a different "Check Amount" than the "Commission Amount"
   
   

Option 2

1. Navigate to the Check Log
2. Click Balance Checks
3. Locate the check
4. Click into the Adjustment cell for the check
5. Add the adjustment
6. Click outside of the cell to save the new value
   

To learn more about adjustments for a salesperson, please visit this article: Adding Miscellaneous Adjustments.