How to print checks for consignors

You can easily generate checks to consignors in InBloom in just a few steps.

1. To begin, login to InBloom using an administrator username and password.  If you want to allow non admin users to print checks, you can specify this under the Security tab in Settings (Main Menu > Other Modules > Setttings > Security tab).
2. Next, click on Other Modules, then click the Payments button on the top left corner.
3. Once the Payments module is open you can search for items to be paid based on date sold and the account number of the consignor.  For example, if you wanted to find all sales that occurred in November 2009, the start date is 11/1/2009 and the end date is 11/31/2009.
4. Next, if you would like to perform this search in only one account, you can enter the account number in the field next to the Search Single Account button.  If you want to search a range of consignor accounts, such as accounts 1000 to 2000, enter the starting and ending account numbers in the From and To fields next to the Search Account Range button.  Otherwise, if you want to search all accounts for sold items, simply click the Search All Accounts button.
5. InBloom will spend a moment to query through your records and will then generate a list of items to be paid and display the results in the Payment View.  This view gives you powerful insight into the items that sold, when they  sold, and lets you make sure the payment is correct before issuing the check. There are multiple columns displayed, which show this information in a spreadsheet-like view: The view includes the Item #, Designer, Description, Date Sold, Initial Price, Sold Price, Quantity Sold, Total Sale, Payment Price, Amount to be Paid, Item Fees (not displayed in the example), and an Action menu which helps you manage the various payment options.
   
6. There are only two components you can modify for each sold item: the Payment Price and the Action menu.  You can modify the Payment Price in any rare instances that the payment is incorrectly calculated or if the item sold at an incorrect price.  The Action menu will give you a list of numbered options which will automate the payment selection and correction of any items.
   1. Option 1 is Pay Later and is used if you need to temporarily skip over the item in the payment
   2. Option 2 is Mark As Expired and is used to mark the item and sale as expired, thereby eliminating it from the check.  If you select this option for any items, the item will not appear on the check.
   3. Option 3 and onwards are the payment options according to the Markdown Code you have assigned to the item.  Each option should specify the consignor’s percentage of the sale price.
7. Quickly scan through the list of items to be paid and double-check for any errors.  If you have to make any adjustments, you can change the Payment Price field and the Paid amount will auto-adjust using the percentage in the Action menu.  For example, in the diagram above, the item was accepted at $45 and sold at $18; however, if there was a mistake in paying the consignor at $18, you can adjust the Payment Price to a different value.  The amount paid will refer to the Pay 50% of … part of the Action menu and calculate the appropriate payment.
8. Once you have double-checked the payments, you can click on the Mark Items as Paid / Print Checks button on the top right corner. This will take you to the Payment Setup screen, shown to the right (click to enlarge).
9. Here you can specify some simple options:
   1. The starting check number you would like InBloom to use
   2. The date you would like check(s) to be printed with
   3. If you would like a spreadsheet ledger to be printed after the checks are issued.  Note that if you select this option, InBloom will send check prints to your document printer and pause once complete, giving you the opportunity to switch back to plain paper.
   4. Any check fees to be deducted from each check (upcoming feature)
   5. Any custom message you would like to print on each check
10. If you plan on printing checks, insert your blank check paper into your document printer.  It is important to note that you must situate the lowest check number to print first.  InBloom is expecting the check specified in Step 1 of the screen first.  This means you may need to rearrange the check paper from low to high numbers depending on whether you are feeding the check paper from a printer feed tray or a printer feed drawer.
    1. If you plan on printing checks, click the print checks button on the bottom right.  You’ll see a process of check printing begin
    2. If you plan on issuing checks by hand or through some other method, click the Process payment without checks button on the left.  InBloom will create records of your payments and the associated check numbers, without generating checks.

You should be all set from here!