This section allows you to enter, edit, and delete payee information.  Be sure and click the "Save" button after making changes.  You may edit or add a payee at any time.

Name 1, Name 2 - 40 characters each.  If you only need a single name, leave Name 2 blank.  (Name 2 could be used for your account number with the payee.)

Address - 40 characters for the payee's street address.

City State & Zip - Use the two character USPS abbreviation for the state.  Leave out any punctuation, such as periods and commas.

Phone - The payee's phone number.

Memo - Enter information about each payee.  This memo can be printed on the check stubs by checking the appropriate box on the Setup screen.

Default Account - The account number (from the Chart of Accounts) to which payments to this payee are usually posted.  You may override the default account number when entering invoices or checks.

1099 Type - What type of 1099-MISC form to be printed for this payee.  None: This payee does not need to receive a 1099. 1099-NEC: This payee is to receive a 1099-NEC with an amount in Box 1. 1099-MISC: A payee who need a 1099-MISC with an amount in Box 3.

ID Number - Enter the payee's Federal ID number or Social Security Number. Include the dashes, so the program can tell the difference between a Federal ID numbers and SSN.  This number is only used for 1099-MISC printing.

Auto Invoice - Enter fixed monthly payments such as a loan payment, or any other recurring entry.  Once each month, select "Transactions / Invoice" then click the Auto Invoice button, to create the auto invoice entries.

•Description - Describe the item.

•Amount - Enter the amount.

•Account - Select the account.

•Date - Enter the day of the month the invoice will receive when created.  If the day of the month is 31 and the month only has 28 days, 28 will be entered for the due date.  Note:  Use an asterisk after the date to post the entry as a paid check instead of an unpaid invoice.  This is useful for posting automatic withdrawals from your bank account.

To delete inactive payees, press <Ctl-Alt-V> while on the Payee screen.  For a payee to be deleted using this function, there must be no unpaid entries, no unprinted entries, and no entries within the last 24 months.