Pay a receipt in a couple of clicks

Not every receipt has a bank line waiting for it. Maybe your group doesn’t have a bank feed, or you’re paying an invoice by check. Until now, that meant writing the payment somewhere else and then matching the receipt by hand. No more.

Open Bookkeeping > Receipts and look at any receipt that isn’t matched yet. You’ll see a new Record Payment button next to the Actions menu. Tell BeeKeeper how you paid: Record a transaction (debit or credit card, online, or cash), Write a check (a handwritten check, where you’ll enter the check number), or Print a check (shows up if you’ve set up check printing). Then pick the account the money came from.

BeeKeeper opens the New Transaction or Write Check window already filled in from your scanned receipt: the amount, the payee, and the date. If the store matches a vendor you already have, you’ll get that vendor’s usual category too, and its mailing address for printed checks. Card and cash payments use the purchase date. Checks use today’s date.

Just review, save, and you’re done. The receipt is matched to the payment automatically, and a printed check lands in your check register with the rest, ready to print. For example: the PTA pays the book fair vendor by check. Upload the invoice, tap Record Payment, choose Print a check, and save. That’s the whole job.

Record Payment is available to editors and admins, and it goes away once a receipt is matched.