If you wish to allow your clients to pay for services using a check that has been marked with a future date, you can attach a copy of the check to the client’s profile, manually adjust the client’s account balance, and process the check as usual.
Pay for a client's services using a post-dated check
To pay for a client’s services using a post-dated check:
Create an image of the post-dated check on your computer. You may do so by taking a photo of the check or scanning the check.
In the side menu, click Documents > Attachments.
At the bottom of the screen, click the Edit button. The attachments will become editable.
Click the plus sign to create a new attachment.
Next to the new attachment, click Choose File. A file management window is opened.
Find and select the image you created in step one.
Click Open to upload the image.
Enter a name and description for the image.
At the bottom of the screen, click Save.
In the side menu, click Account > Billing and Account Balance.
Under Account Balance, click Make a Payment.
Under Debit Amount, enter the value of the check.
Click the Check button.
Under Check number, enter the ID number of the check.
Under Comment, enter the name of the check you uploaded to the client's profile.
Click Complete. The client’s account balance will now include the value of the check.