Add an amount to an existing cheque
Updated Nov 16th, 2021
Who is this guide for?
Accounts Users and Accounts Supervisors
You may wish to add an amount to a cheque that has yet to be printed, for example, where a client has several matters where client money is owing to them. This could be used to produce one cheque for the entire file rather than one per matter.
Post a payment in Client or Nominal Ledger
Client Ledger Payment
Step 1
Step 2
select Client Bank Payment for a client cheque or Office Bank Payment for an office cheque from the Posting Type drop down list. Then click Post.
Nominal Ledger Payment
Step 1
Step 2
Select Payment from the posting type drop down list. Then click Post.
Cheque Required
Step 1
Complete the posting details. as necessary
Step 2
This will bring up a further set of options at the bottom of the posting screen. The Cheque Number drop-down list gives you the option to select Add to Existing Cheque.
The transaction will be added to the total for the cheque you selected.