How to Pay a Vendor


Adding a vendor in RakefetOnline is the first step to managing payables and tracking expenses accurately. By setting up vendors in advance, your synagogue or nonprofit can streamline payments, assign default expense accounts, and simplify financial workflows. Follow the steps below to quickly create and manage vendor records in RakefetOnline. 

Creating a Vendor


To add a Vendor, 1099 contractor, or Employee, follow these steps:

  1. Go to Setup → GL / Budget / Payables
  2. Click on the Vendors & Employees submenu
  3. Click +Add New Vendor
  4. Enter the vendor’s information as needed
  5. If desired, assign a default expense account to the vendor to make future payments faster and easier
  6. You can also classify the entry as a 1099-er or an Employee
  7. Click Save to finish

Adding vendors in advance helps streamline your payable workflow and makes vendor payments easier to process later.



How to Pay a Vendor in the Transaction Screen (RakefetOnline)


You can quickly pay a vendor directly from the Transaction History (General Ledger) screen in RakefetOnline. This method is ideal for recording expenses and keeping your financial records accurate and up to date.


Steps to Pay a Vendor

  1. Click on the Transactions menu to open the Transaction History page
  2. Click the +Add Transaction button
  3. Turn the switch to I/E (Income / Expense)
  4. In the Select dropdown, choose your Vendor
    • (Optional: If recording a general expense, you can skip selecting a vendor)
  5. If the vendor is linked to a default expense account, it will autofill automatically
  6. If needed, manually select the correct Account
  7. Set the Type to Expense
  8. Enter a clear Memo for your records
  9. Select the Date of the transaction
  10. Enter the Amount
  11. Choose the Payment Type
  • If paying by check, be sure to enter the check number
  • If the payment is a bank withdrawal or deduction, you may leave this field blank
  1. Click +Add to post and save the transaction


Add Transaction screen:


Transaction after posting:

Paying a Vendor in the Payables Screen

Easily pay your vendors by check—whether you’re printing checks or posting them directly—using the Payables screen in RakefetOnline.

To get started, navigate to the Payables menu.

Create and Pay a Vendor Check

Follow these simple steps to create an invoice and issue a payment:

  1. Click the +Add button.
  2. Select your Bank Account from the dropdown.
  3. Choose the Pay To (Vendor, 1099-er, or Employee).
  4. Enter the Invoice Date (optional but recommended for tracking outstanding payables).
  5. Enter the Invoice Number (if available).
  6. Select or confirm the appropriate Expense Account.
  7. Enter the Amount.
  8. Add a Memo for reference.
  9. For multiple expense lines, click +Add Line and repeat steps 6–8.

Save or Print the Check

  • Click Save to store the check and print it later.
  • Click Check to proceed with printing or posting.

When selecting Check, a popup will prompt you to enter:

  • Check Date
  • Check Number

Then choose one of the following options:

  • Print + Post – Prints the check and posts it to the General Ledger.
  • Post w/o Printing – Records the payment directly without printing a physical check.

Helpful Tip ?

If you’re printing checks for the first time, run a few test prints on blank paper to ensure proper alignment with your check stock. You can adjust settings as needed in your Check Settings.


This process keeps your vendor payments organized, accurate, and fully integrated with your accounting—helping your organization stay on top of expenses with ease.



Check Information screen:


Check Settings in RakefetOnline

RakefetOnline gives you flexibility when printing checks, allowing you to choose from two standard formats:

  • SF-4001 – 8½ × 11 paper with the check in the center and stubs on the top and bottom
  • SF-4007 – 8½ × 11 paper with the check at the top and two stubs below

How to Adjust Check Settings

To customize your check layout:

  1. Click the Check Settings button from the Payables screen.
  2. Select your preferred Check Type (SF-4001 or SF-4007).
  3. Adjust the following options as needed:
    • Font Size
    • Vendor / Employee Address display
    • Check or Cheque spelling
    • Currency Symbol
    • Alignment Settings (field positioning)

Fine-Tuning Your Layout

Every printer and check stock can vary slightly, so some adjustments may be necessary:

  • Use the positioning settings to align fields correctly on your checks
  • Negative values can be used to shift fields upward or to the left
  • Make small adjustments and test as you go

Helpful Tip ?

Before printing on actual check stock, run a few test prints on blank paper. Hold it up to your check stock to confirm alignment and avoid wasting checks.

Need Help?

If you need assistance configuring your check layout, our team is here for you:

? Rakefet Unlimited Support: 855.725.7874