This article outlines the steps to manually issue a trust check.
Go to Sales>>Processing>>Trust Transactions
Highlight trust record and select Edit
Click the green plus sign and select Check from the Type drop-down
Do not enter Date Paid or Check #; these fields will auto-populate at the completion of the check run
Select the Payer/Payee by clicking the green plus sign, to bring up the Contacts pop-up
Type the contacts name in the Filter if you have used this contact previously; otherwise click Add to create a new contact record
Enter First Name Last Name, or Company name; only one of these fields is required in order to save the record
Fill in as much additional information as you require and select Save, then OK
Select Resource Type from the dropdown
The Comment, Check Address, and Check City/State Zip fields are optional. Note: If you enter the address, the address will appear on the check and will display in your windowed envelopes
To print the check go to Sales>>Processing>>Issue Trust Checks
Select the Trust Cash Account from the drop-down
Enter First Check Number and Select the check you want to print.
Click Pre-Check Report and print if you would like a hard copy.
Click Print Checks
If the check printed successfully click Finish Processing.
Note: You may click Reset any time prior to clicking Finish Processing if you do not want to complete the check run
Close the Issue Trust Checks tab