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How to handle bounced checks from client?

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2 comments

  • Jeremiah

    Hi Sadie,

    I'd be happy to help you with this. In this scenario, you can "cancel out" the amount of the bounced check by creating an adjustment. You can create an adjustment by navigating to the client's billing page and entering a negative number under the "Add Payment" section in the right sidebar. This will show up on the billing record as an "Adjustment".

    You could use the check number field to add an indicator like "BOUNCED", and/or add a chart note on the same day to explain the entry for future reference.

    If you'd like to add a charge for the bounced check, then I recommend adding the "bounced check fee" to your Products list. You can do this by clicking on your Billing and Services page (My Account > Settings > Billing and Services), clicking on the "Products" tab, entering in a product name and price (see screenshot below), and then clicking Save. For more detailed information on how to do this, please refer to this Help Center guide: Adding a product

    After creating a Product, you can add the Product to a client's invoice by following the detailed steps in this Help Center guide: Adding products to an invoice.

    Please let me know if you have any additional questions, and I'll be glad to assist you.

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  • Karen Luley

    Is there a way to change an invoice that was paid with a check that bounced from "Paid" to "Unpaid" so that we can bill the client again?

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