Accounting in Books
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      1. Craftable Learning Center
      2. Accounting in Books

      PAYMENTS OVERVIEW

      A Comprehensive Guide to Payments - From Setup to Success!

      This article is an overview of the steps required to configure your account to make payments through Craftable, as well as how to pay bills and create a check run. For an in-depth walkthrough of each step click the link to read the relevant article.

      1. PAYMENTS SETUP
      2. SETTING UP BANK ACCOUNT(S) FOR PAYMENTS
      3. Before starting payments be sure to Configure your vendors for payments SETTING UP VENDOR FOR PAYMENTS
        1. DEPOSITING OR PRINTING E-CHECK
        2. PAYMENT STATUSES AND COSTS
      4. Approve Bills
      5. Sync Bills.  PAYMENT SYNC
      6. Navigate to Payments > Bills to Pay
      7. Perform a check run (note: check runs can be configured to require authorization from someone outside of Craftable or not.)
        1. PERFORMING A CHECK RUN (AUTHORIZATION REQUIRED
        2. PERFORMING A CHECK RUN - NO AUTHORIZATION REQUIRED)
        3. To bypass a check run - review the MARKING BILLS PAID article

      FAQS