Write Cheque

Write Cheque enables you to issue and record cheques for various expenses. This function helps in tracking cheque payments and ensuring they are accounted for in your expenses.

Create Cheque

1. Navigate to Expense menu, click Create option in the top right corner.

2. Select Write Cheque option.

3. Fill in the necessary details for the cheque, including vendor information, categories, services requested, and pricing.

4. Choose from the following options:

   • Save as Draft: Save the cheque as a draft for future editing.

   • Save and Approve: Save the cheque and approve it for further processing.

   • Save and Send: Save the cheque and send it to the customer for review.

While creating the write cheque, only the cheques can be printed if the check box of the print later is ticked.

Options for Managing Cheque Transactions

To perform actions on a cheque, click the button next to the cheque entry. This reveals a dropdown menu with options for managing the transaction. Below are the available options

• View: View the details of the cheque without making any changes.

• Edit: Make changes to the cheque, such as updating categories, prices, or adding/removing items.

• Void: Cancel the cheque if it's no longer needed or if there was an error in its creation.

• Clone: Create a duplicate copy of the cheque, which can be helpful if you need to create a similar cheque for another customer or transaction.