Party Checks Tab
The Checks tab displays check information for the party.
The top of the Checks tab displays fields as well as the current check balances for the party record.
Checks Tab Options
Option Description
View Receipts (ALT+V) Click to view the receipts for the party.
Print Summary (ALT+P) Click to print the financial summary from the party.
Checks
The Checks section displays all checks currently associated with the party. Click a check number to access the check record.
The following options are available for this section.
Option Description
Create List Click to create a List Manager list from the selected checks.
Mark All/Unmark All Click Mark All to select all the check listed under this header for processing. Click Unmark All to clear the selections.
Image Click to select a document and print a financial form.
Image (ALT+Y) Click to post a payment for the party.
Image (ALT+E) Click to post a credit for the party.
Image (ALT+R) Click to post a charge reduction for the party.
Image Click to add a check.
Image/Image Click Image in the last column to select a check for processing. When the check is selected, Image is displayed.
Payment Plans
The Payment Plans section lists all of the payment plans and schedules set up for the party’s checks.
The following options are available for this section.
Option Description
Expand All Click to expand all of the payment plan information.
Image (ALT+Y) Click to post a payment for a payment plan.
Image (ALT+E) Click to post a credit for a payment plan.
Image Click to select the checks to include in a payment plan.
Related Links
Checks Tab Fields
Checks to Include Selector
Payment Plan Check Selector
Fees & Finances (Parent Topic)