A check is recorded like any other payment, with one extra requirement: the check number. It then shows up wherever the customer or your accountant looks.
1 Record the payment
Open the invoice and click Record payment, as in how to record a payment. Choose Check as the payment method.
2 Enter the check number
ClippingCash requires the check number when you record a check. Type it in and finish recording the payment.
3 See it everywhere it matters
The number shows as Check #1234 on the customer’s statement, the receipt, your payments list and the invoice detail, and on the invoice page in the customer portal. It is also a column in the payments CSV and the year-end export, so your accountant can match deposits to checks.
4 If the payment is too much
ClippingCash will not quietly record a cash or check payment on an invoice that is already paid, or for more than the invoice still owes. It stops and asks you to confirm. If you confirm, the excess becomes credit on the customer’s account. If it was a typo, cancel and fix the amount.