Processing Payouts — Creating and Printing Checks

This article will review how to process payments by printing checks within SkySlope Books.  There are two different ways checks can be printed.

• Remaining Payouts screen (Recommended)
• Deal Page

Remaining Payouts - Create and Print Check(s)

Before you begin processing payouts, best practice is to confirm payments have been received prior to processing any payouts. Click here to learn how to do that in bulk.  However, if you don't confirm payments until after disbursement, that option is available as well.

1. In the left menu, navigate to Deals.
2. Then, navigate to Remaining Payouts.
3. Select the payment(s) you want to process.
   After selecting the payments, select Create Check(s).
4. In the next window, select the account in the Paid Through field.
5. At the bottom of this screen, there is a toggle switch to Combine Payments. With this option turned on, multiple payments for one individual will be combined into a single payment, totaling the sum of all individual payments.
6. Click Create & Print
7. In the next window, you will be able to preview the checks and make any necessary adjustments.
   First, select the check position for your check stock.  Next, use the horizontal and vertical shifts to make any necessary adjustments to how the text prints on your checks. 
   1. • Printing Tip: Take a look at our tips and best practices for printing checks to ensure the checks are aligned correctly! 🖨️
8. Click Print. (Don't worry, they're not being sent to the printer just yet.)
9. In the Print Preview window, you can select the print destination. Once you're ready, click Print! (Now they're actually being sent to the printer.)
10. After the checks have been printed, you will enter the number of the check, or if multiple checks, just enter the first check number from the batch. Then click Next.
11. If there are multiple checks, we will automatically number the following checks sequentially for you! If you need to change one of the check numbers, you can do so on this screen.
12. If the check(s) didn't print correctly, select No to return it to the queue to be re-printed.
13. Click Save.

Deal Page - Create and Print Check(s)

Before you begin processing payouts, best practice is to confirm payments have been received prior to processing any payouts. Click here to learn how to do that in bulk.  However, if you don't confirm payments until after disbursement, that option is available as well.

1. Navigate to the deal.
2. Once in the deal, click on Payouts at the top of the page.
3. Then, navigate to the Remaining tab to see which payouts are remaining.
4. Click Process Payout and select the Create Check payout method.
5. Next, you will select the bank account you'd like to use to process the selected payment. 
6. Click Save & Proceed.
7. Once you've done that, the check(s) will be ready to print. Click Print Check to proceed with printing.
8. Click Print. (Don't worry, they're not being sent to the printer just yet.)
9. In the Print Preview window, you can select the print destination. Once you're ready, click Print! (Now they're actually being sent to the printer.)
10. After the checks have been printed, you will enter the number of the check in the batch. Then click Ok.

Updated November 27, 2024 01:31