Can checks be assigned to specific job numbers/sub-customers?

• Related Articles

• Will the sub-customer/job number feature be added?

  Currently, the sub-customer/job number feature is not available. Support will check with the development team and may inform the user by Monday morning if this feature can be added.

• Can I store customer-specific information like citation numbers within the payment link?

  Yes, you can include custom fields such as citation numbers in the payment link, allowing you to track payments and link them to specific citations.

• How to connect with QuickBooks Online and import your checks?

  Login to Online Check Writer and select Apps. Click QuickBooks Online and click Connect to QuickBooks; then, you will be redirected to the QuickBooks Online login page. Use credentials to log in. Then select the company you want to integrate and ...

• Can customers save their payment information for future transactions?

  Customers cannot save their payment information directly in the system. However, businesses can set up accounts for customers to make future transactions faster and more efficient.

• Can checks be printed instantly?

  Yes. You can print checks instantly using your own printer—on check stock or even regular white paper—from your bank account.