1
the methods bluejay knows about
zelle, check, cash, ach (your bank), manual (fallback). stripe-connect and bill.com show up as phase-2 options — they don't move money yet.
2
pick what actually happened
if you wrote a check, pick check and put the check number in the external-reference field. if you sent a zelle, pick zelle. matters at reconciliation.
3
use the memo field for context
"check #1402, materials for smith job" is way better than blank. month from now when you're reading it, the memo is what saves you.
tip
if a vendor offers multiple methods (zelle and ach both work), pick the one your bank treats best — many banks have a free zelle limit and start charging for ach over a certain count.

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