Audience: Accounting Manager
Summary: Reviews the logic by which the check memo field is populated on physical checks.
Customer account #
If a customer account number is defined on the vendor details page, that will be printed on the check memo as the first priority.
To add an account number, sign into MineralTree and go to Search > Vendors and then select the vendor. Scroll down to Payment Preferences, and enter the account number.
If there is no Customer Account #, and there is only one invoice included in the payment, the "memo" field (or the "Description" field for Intacct) from the invoice record is placed on the check. You can alter this by going to the Invoices tab and clicking into the invoice in question.
If there is no Customer Account #, and there is more than one invoice included in the payment, then the memo field on the check is left blank.