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Add new payments to a check run

Check runs are useful for preparing a set of checks to be approved at a board meeting. While check runs are usually created all at once, sometimes you may need to add additional payments after the initial creation. In these situations, you can add the invoices or payments to an existing draft check run.

Add a payment if you want to add an additional check, regardless of whether the vendor is already on the check run.

Add an invoice if the vendor is already on the check run, and you want to increase the amount on that vendor’s check instead of creating an additional check for that vendor.

Add new payment to check run

If you want to add an entirely new check to the check run, then you will first need to create a payment. 

The payment must meet the following requirements:

  • The payment type must be Check
  • The payment status must be Draft or Approved
  • The payment must be assigned to the same Financial Institution Account as the check run

To add payments to a check run:

  1. Go to Financials Main > Accounts Payable > Check Runs 
  2. Click the down arrow next to the check run you want to add checks to 
  3. Edit
  4. Next to Payments, check all the boxes next to the payments you would like to add to this check run
  5. Save

Add invoice to payment

If you want to add an additional invoice to a vendor who is already on the check run, then there is no need to create a payment. Instead, you can edit the existing payment to add the invoice and increase the amount on the check. Simply mark the invoice as “Ready for Payment” and edit the check run.

To add additional invoices to an existing payment on a check run:

  1. Go to Financials Main > Accounts Payable > Check Runs
  2. Click the down arrow next to the check run you want to add the invoice to
  3. Edit
  4. Click Edit next to the vendor you would like to add the invoice to 
  5. Next to Unpaid Invoices, select the invoices you would like to add to this check
  6. Save

Once you save, the status of the invoice you added will automatically change to paid on the Vendors Invoice page, and the payment on the Payments page will be linked to both invoices.