[IMP] accounting: update payments by check

closes odoo/documentation#3068

Taskid: 3062532
X-original-commit: 528d16c611
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: chiaraprattico <chpr@odoo.com>

content/applications/finance/accounting/payables/pay/check.rst

@@ -2,39 +2,25 @@
 Pay by checks
 =============
 
-Once you decide to pay a supplier bill, you can select to pay by check.
-Then, at the end of the day, the manager can print all checks by batch.
-Finally, the bank reconciliation process will match the checks you sent
-to suppliers with actual bank statements.
+Once you decide to pay a supplier bill, you can select to pay by check. You can then print all the
+payments registered by check. Finally, the bank reconciliation process will match the checks you
+sent to suppliers with actual bank statements.
 
 Configuration
 =============
 
-Install the required module
----------------------------
-
-To record supplier payments by checks, you must install the **Check
-Writing** module. This module handle the process of recording checks in
-Odoo. Others modules are necessary to print checks, according to the
-country. As an example, the **U.S. Check Printing** module is required to
-print U.S. checks.
-
-.. note::
-   According to your country and the chart of account you use, those
-   modules may be installed by default. (example: United States users have
-   nothing to install, it's configured by default).
-
 Activate checks payment methods
 -------------------------------
 
-In order to allow payments by checks, you must activate the payment
-method on related bank journals. From the accounting dashboard (the
-screen you get when you enter the accounting application), click on your bank
-account on :menuselection:`More --> Settings` option. On the
-**Payment Method** field, set **Check**.
+To activate the checks payment method, go to :menuselection:`Accounting --> Configuration -->
+Checks`, there you can activate the payment method as well as set up the :guilabel:`Check Layout`.
+Once activated the :guilabel:`Checks` setting, the feature is automatically setup for your
+:guilabel:`Outgoing Payments`.
 
-.. image:: check/check01.png
-  :align: center
+.. note::
+   Some countries require specific modules to print checks; such modules may be installed by
+   default. For instance, the :guilabel:`U.S. Checks Layout` module is required to print U.S.
+   checks.
 
 Compatible check stationery for printing checks
 ===============================================
@@ -44,80 +30,32 @@ United States
 
 For the United States, Odoo supports by default the check formats of:
 
-- **Quickbooks & Quicken**: check on top, stubs in the middle and bottom
-- **Peachtree**: check in the middle, stubs on top and bottom
+- **Quickbooks & Quicken**: check on top, stubs in the middle and bottom;
+- **Peachtree**: check in the middle, stubs on top and bottom;
 - **ADP**: check in the bottom, and stubs on the top.
 
-It is also possible to customize your own check format through customizations.
-
 Pay a supplier bill with a check
 ================================
 
 Paying a supplier with a check is done in three steps:
 
-1. registering a payment you'd like to do on the bill
+1. registering a payment
 2. printing checks in batch for all registered payments
-3. reconcile bank statements
+3. reconciling bank statements
 
 Register a payment by check
 ---------------------------
 
-To register a payment on a bill, open any supplier bill from the menu
-:menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is
-validated, you can register a payment. Set the **Payment Method** to **Check**
-and validate the payment dialog.
-
-.. image:: check/check02.png
-  :align: center
+To register a payment, open any supplier bill from the menu :menuselection:`Purchases --> Vendor
+Bills`.
+Once the supplier bill is validated, you can register a payment. Set the :guilabel:`Payment Method`
+to :guilabel:`Checks` and validate the payment.
 
 Print checks
 ------------
 
-From the accounting dashboard, on your bank account, you should see a
-link "X checks to print". Click on this link and you will get the list
-of all checks that are not printed yet. From this screen, you can print
-all checks in batch or review them one by one.
+On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, you can see the
+number of checks registered. By clicking on :guilabel:`Checks to print` you have got the possibility
+to print the reconciled checks.
 
-If you want to review every payment one by one before printing the
-check, open on the payment and click on **Print Check** if you accept it. A dialog
-will ask you the number of the check. It automatically proposes you the
-next number, but you can change it if it does not match your next check
-number.
-
-To print all checks in batch, select all payments from the list view and
-Print Check from the top "print" menu.
-
-.. image:: check/check03.png
-  :align: center
-
-Reconcile bank statements
--------------------------
-
-Once you process your bank statement, when the check is credited from
-your bank account, Odoo will propose you automatically to match it with
-the payment. This will mark the payment as **Reconciled**.
-
-.. tip::
-   To review checks that have not been credited, open the list of
-   payments and filter on the Sent state. Review those payments that have a
-   date more than 2 weeks ago.
-
-Pay anything with a check
-=========================
-
-You can register a payment that is not related to a supplier bill. To do
-so, use the top menu :menuselection:`Purchases --> Payments`. Register your
-payment and select a payment method by check.
-
-If you pay a specific supplier bill, put the reference of the bill in
-the **Memo** field.
-
-.. image:: check/check04.png
-  :align: center
-
-Once your payment by check is registered, don't forget to **Confirm** it.
-Once confirmed, you can use **Print Check** directly or follow the preceding
-flow to print checks in batch:
-
--  `Print checks`_
--  `Reconcile bank statements`_
+To print all checks in batch, select all payments from the list view and click on :guilabel:`Print`.