Dos and Don'ts for SMART Lockbox


  • Tell your customers to add an invoice(s) number on the checks. Otherwise, you will have to match checks that miss that information manually.
  • Make sure you give the appropriate MS number to the payer in case you have multiple subsidiaries. If the MS number is incorrect, the check will be returned.
  • Ensure you have a customer created as a prerequisite to associate all the payments for unrecognized checks.
  • When you receive unrecognized checks, please ensure they match the Customer record the same day.


  • Don’t create Payment Records manually for checks. This will break the automated reconciliation process.
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