494ae5a555
Cleared up some confusion about path menu and feature
Forward to master
taskid-3644544
closes odoo/documentation#7292
X-original-commit: c438e5a3aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
63 lines
2.3 KiB
ReStructuredText
63 lines
2.3 KiB
ReStructuredText
=============
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Pay by checks
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=============
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Once you decide to pay a supplier bill, you can select to pay by check. You can then print all the
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payments registered by check. Finally, the bank reconciliation process will match the checks you
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sent to suppliers with actual bank statements.
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Configuration
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=============
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Activate checks payment methods
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-------------------------------
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To activate the checks payment method, go to :menuselection:`Accounting --> Configuration -->
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Settings`, and scroll down to the :guilabel:`Vendor Payments` section. There, you can activate the
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payment method as well as set up the :guilabel:`Check Layout`.
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.. note::
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- Once the :guilabel:`Checks` setting is activated, the **Checks** payment method is
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automatically set up in the :guilabel:`Outgoing Payments` tabs of **bank** journals.
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- Some countries require specific modules to print checks; such modules may be installed by
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default. For instance, the :guilabel:`U.S. Checks Layout` module is required to print U.S.
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checks.
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Compatible check stationery for printing checks
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===============================================
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United States
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-------------
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For the United States, Odoo supports by default the check formats of:
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- **Quickbooks & Quicken**: check on top, stubs in the middle and bottom;
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- **Peachtree**: check in the middle, stubs on top and bottom;
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- **ADP**: check in the bottom, and stubs on the top.
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Pay a supplier bill with a check
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================================
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Paying a supplier with a check is done in three steps:
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1. registering a payment
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2. printing checks in batch for all registered payments
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3. reconciling bank statements
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Register a payment by check
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---------------------------
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To register a payment, open any supplier bill from the menu :menuselection:`Purchases --> Vendor
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Bills`.
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Once the supplier bill is validated, you can register a payment. Set the :guilabel:`Payment Method`
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to :guilabel:`Checks` and validate the payment.
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Print checks
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------------
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On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, you can see the
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number of checks registered. By clicking on :guilabel:`Checks to print` you have got the possibility
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to print the reconciled checks.
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To print all checks in batch, select all payments from the list view and click on :guilabel:`Print`.
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