Record a check (and deposit it later)
Log a check with its number and date. It waits on the Deposits page until you take it to the bank, then you mark it deposited and cleared.
- 1
Open Record → Gift and pick the person
Click “Record” → “Gift”, find the person, and type the amount written on the check.
The check amount. - 2
Choose “Check”
Under “How they're paying”, click “Check”. A “Check #” box and a “Deposit” choice appear.
Choose Check — the Check # box appears. - 3
Check number and deposit status
Type the check number. Leave Deposit on “Not deposited yet” if it's still in your drawer. Choose “Deposited” or “Cleared” only if it's already in the bank.
Not deposited yet, Deposited or Cleared. - 4
Date received
“Date received” is today unless you change it. For a check that came in last week, pick that day.
The day you received it. - 5
Save
Optionally pick a campaign and tick a receipt, then click “Save gift”.
Save the check. - 6
Later: deposit it
When you go to the bank, open Giving → Deposits, check the list, and click “Mark deposited”. See “Deposits”.
Checks not deposited yet.
Tips
- A stack of checks is faster with Record → “Batch of checks”.
- Have photos of the checks? Giving → Scan checks reads them for you.
- A post-dated check: record it with today's date and keep it as “Not deposited yet” until you can deposit it.
If something isn't working
I typed the wrong check number or amount.
Open the gift → “Fix a mistake” → change Amount or Check # → “Save changes”. If it was already deposited, mark it “Not deposited yet” first to change the amount.
The check bounced.
Open the gift and click “Mark bounced” — see “A check bounced”.