Add a Memo or Supporting Documents to Mailed Checks

Often times vendors may need additional information to identify what account to recognize a payment against. In MakersHub, there are two ways to include these details.

1. On the memo line of the check

2. As a supporting document mailed along with the check

Adding to the Memo Line of a Check

You can add this information by navigating to your Vendor List and selecting the Vendor Name. Under Vendor Details, you can input the Account Number.

Once done, click Update Settings.

Now, the account number will be included in the memo field on all checks issued by MakersHub for this vendor.

Add a Custom Memo

In instances where you may have multiple account numbers for one vendor or need to share additional information, you can add a custom memo when scheduling payment. The custom memo will override the Account Number if input in Vendor Details and will be included in the memo field on the check when it is mailed.

Mail Supporting Documents

With MakersHub, you can choose to include documents along with the mailed check as long as they are in jpg format. In the section below, we will walk through how you can easily take a screenshot and have it included when the check is mailed out.

Consider the example below where we want to include the account number and other relevant information regarding the bill we are paying.  

Navigate to the Snipping Tool on Windows or screen capture on Mac.

Take a screenshot of the information you would like to have included.

Click Ctl + V to paste the screenshot as a supporting document. Be sure to click Add.

When the bill is fully approved and you go to schedule payment, you can click the Envelope and select which attachment you would like to have included and click Schedule Payments.

Once the payment is authorized, MakersHub will include the screenshot on a separate page along with the check.