You can apply cash or check payment to invoices if the Cash/Check check box is selected in Back Office. 

To turn on Cash/Check payments

  • On the Company tab, click Company Info, and then on the Company Settings tab, select the Cash/Check check box next to Payment Type.

To apply Cash/Check payment

  • On the Home screen, tap Invoices, and then on the Invoices screen, tap the appropriate invoice. 
  • Tap Pay, and then tap Pay Cash/Check

Note You can apply payment if the invoice amount is greater than zero and the invoice has not been fully paid yet.

  • On the Pay Cash/Check screen, type the appropriate amount, if needed, enter check number and notes, and then tap Pay.

Tip You can tap Back (left-pointing arrow in the upper-left corner of the screen) if you don’t want to apply payment now or you want to select another payment method. 

Note You can enter not more than 20 characters in the Check# field, and not more than 256 characters in the Notes field. 

If the invoice has not been paid yet, the default value in the Amount field will be equal to the total amount of the invoice.

If the invoice has been partially paid, next time you apply the payment, the value in the Amount field will be automatically calculated as the difference between the total amount and the paid amount.

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