Getting started
Once installed, the payment screens in the field sales app and the delivery app ask for the cheque number, bank and branch whenever the payment type is Cheque. The cheque date is the payment's due date.
Open Plugins → Cheques to see them all. Cheques recorded before you installed the plugin are added automatically — you can fill in their numbers later.
The cheque list
- To bank — cheques waiting to be deposited. Ones dated today or earlier are highlighted.
- Deposited — banked, waiting to clear.
- Cleared — money received.
- Bounced — returned by the bank.
Use the search box for a cheque number, shop or invoice, and the date filters for the cheque date.
Updating a cheque
Use the buttons on each row:
- Deposited — when you bank it.
- Cleared — when the money is in your account.
- Bounced — enter the reason. The payment amount is removed so the invoice and the shop's balance show the money as owed again, and the rep who took the cheque gets an alert.
- Undo bounce — if the cheque is presented again, the amount is put back and it returns to To bank.
Use Edit to correct the number, bank, branch or notes.
Who can use it
People who can view orders see the list. People who approve orders can change a cheque's status.