In the last blog, we introduced the features related with Integration settings. In this blog, we are discussing the Checkbook Draft Payment feature.
Checkbook Draft Payment is a feature where Bill payment can be saved and paid later when needed. Setting a Bill Payment as Draft is an easy process where User needs to click on “Add to Outbox” button which is in the Accounts Payable Module in Pay Bills Tab.
- User can Draft the Bill Payment with All the Payment types that was discussed in the previous Blog i.e. Paper check payment, Digital Transaction, and ACH Direct Deposits.
- The Users can pay the Draft Payments later, which were added to the Draft.
- The Checkbook Draft Payment feature is operates on just click of a button.
How to Draft the Bill Payment in Checkbook?
This feature is in the Account Payable Module.
To see this feature, Go to Account Payable >Pay Bills >Select the Vendor and the other Mandatory Details and Select the Bill >Click on Add to Outbox. By Clicking on this feature, the Bill payment will be added to the Draft.
How to View the Bill Payments which is added to the Draft?
To view the Bill Payments which was added to the Draft is in the Customized application i.e. Checkbook > Checkbook Draft Payments. Users can view all the Drafted Bill payment Which was Added to the Draft. but the Drafted Bill Payment cannot be modified, once it is added to the Draft.
Can Users pay the Bill Payments which were added to the Draft?
Yes, The Users can pay the Draft Bill Payments which were added to the Draft by Clicking on “Confirm Payment” button. So here are the Steps to pay the Draft Payment are
Go to Customized application i.e. Checkbook >checkbook Draft Payments >Select the bill click on Confirm Payments >Yes >The Payment will successfully added to the payment list.
The Draft Payment will be added to the Payment list and can be synced and Sent to Checkbook. The Payment Status will be Draft because it was added to the Draft. So, the Checkbook Draft Payment is the feature in the Checkbook which provide the flexibility to the Users to pay the Bills Payment according to the Business Requirements.
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