Using the 'Send a Payment' option on the Checkbook Dashboard allows a user to send one payment at a time.
Step #1:
Within your Checkbook account, click "Send a Payment" on the top left-hand corner of the page.
Step #2:
Use the prompt above to fill in the required information about the Recipient.
"Payee" is the recipient of the Digital Check you are sending.
Step #3: (optional)
Depending on your payment situation, you may choose to use any of our additional features.
"Recurring" - This will ensure that, henceforth, a payment of the exact same amount is made to the same person (on the same email address) at the chosen frequency.
"Send to Lockbox" - Lockbox is Checkbook's approval system; it allows users to double check the payments they are making. By sending a Digital Payment to Lockbox, the user will be able to take an additional look at the payment at a later date before finalizing the payment.
Step #4:
Under 'Source bank account", use the drop-down menu to choose the bank account that you would like the funds to be taken from.
Since a user can have multiple bank accounts linked to their Checkbook account, they may choose which one to make the payment in question from. Typically, the 'Source bank account' will automatically be set to the default bank account.
Step #5:
"Attach PDF File" - You may click on "Attach PDF File" to attach a PDF document (i.e. receipt etc.) with your payment when applicable.
Click "Direct Deposit" OR "Send Payment" based on your preferred method of check delivery.
Additional:
Under "Recipient Experience' you can select which deposit options you enable for the recipient. You can also customize the check if you wish (i.e. add a logo, specific colors) and edit the instructions that are sent with the digital check.
*The "Recipient Experience' is a premium feature. Please contact support@checkbook.io if you are interested.