From the Transfers page, you can send money via check to any desired payee that is currently configured in Rho. Once selected, Rho will generate a physical check made out to the payee. You can schedule a transfer to happen immediately or at a later time, as well as schedule the transfer to be a recurring transaction.
To create a check, click the Transfers button. From the Transfers page, click the Send Money button. From the Send Money page, click Send a Check.
Click the Recipient Name drop-down list and select the desired Payee. When finished, click Continue.
The Beneficiary Information page displays, populating the address fields with the address associated with the payee. Edit the information if required, and then click Continue.
Specify the transfer information, and then click Create:
- Transfer From
Click the drop-down list to select the Rho account that the money is transferred from.
- Transfer Amount
Enter the amount of money to be entered on the physical check in US Dollars.
By default the check is scheduled to be generated only once (One Time Only). To specify a recurring payment, click the drop-down list and select the desired frequency:
- One Time Only (default)
- Every day
- Every week
- Every month
- Every year
- Assign from Budget
To assign the check to a specific Rho budget, click the drop-down list, and select the desired budget name. For more information about creating budgets, see Create a New Budget. Optional.
Enter any notes or information to be associated with the check.
- Add Attachment
To attach a bill or invoice to the transaction, click the Add Attachment button. An open dialog window displays, allowing you to navigate to the location where the file is located, and then click Open.
- When should it go through
By default, the check is scheduled to be generated immediately (Now). To specify a later date, click Later and then click the calendar field to specify the desired date.
All immediate transfers are displayed on the Past Transfers page, and all scheduled transfers are displayed on the Scheduled Transfers page.
Confirm Transfer Details
After you create the transfer a confirmation page displays. Review the transfer information, and then click the Confirm Transfer button.