Now you can print checks directly from Zoho Books!

You can now pay your vendors by writing and printing out a check directly from Zoho Books, ensuring a secure form of payment. This comes handy when you need to follow up small jobs (i.e: home repair contractors) by cutting a check right there and making an instant payment.

Paper checks compatible with Zoho Books software can be purchased from our official document solutions partner, Dynamic Systems. Click here to choose from available check styles and buy the one that best suits your company’s requirements. You can use these check leaves to print checks directly from Zoho Books and pay your bills.

Note : This is different from the Check option that is available under mode of payment, and may refer to any check payment you have made. The Pay via Check option is exclusive to checks that you write and print from inside Zoho Books on compatible check leaves.

P.S: Available for US and Canada Edition of Zoho Books. Users on Global Edition must have their country as USA/Canada and currency as USD/CAD respectively.

Stages of a Check:

Check Stages

Ordering Check leaves : Click here to order check leaves compatible with Zoho Books.In the Dynamic systems webpage, Click on Shop now to navigate to the products page. Here, select Checks and then select Zoho Checks in the next page. Choose a suitable style and place an order. If you need the bank and/or organization address, we recommend you to give the details there and get it pre populated in check leaves.

Write and Print a Check from Zoho Books

Pay via check

Multiple Bill Payments via Check

There might be cases where you might have procured items from vendors or might have incurred multiple expenses from the same vendor. Instead of making payments using multiple checks, you can pay for all of them with just a single check.

To view the checks, go to the Payments Made section under Purchases. In the filter drop-down, select Checks to be printed to view the check and print it.

Check Details

These are the main details to be filled when you write a check in Zoho Books.

Check Details

Note : Reference number in payments list automatically takes the value specified as check number while printing. * Choose the Save and print later option if you wish to review the check at your leisure before printing it out. In case this option is selected, status of the payment becomes To be printed. At this point, check number will not be assigned. It will be assigned while the check is being printed.

Print - You can print it later by opening and selecting the print icon as highlighted below.

Print check

After printing the check, status of payment changes from To be printed to Uncleared.

Note : In both the above cases , Bill status will be updated as paid.

Clearing a check

Status of payment can be changed to cleared after getting the bank feed. In order to do so, Go to Banking and select the corresponding account. Now select and match the payments with bank feed as depicted below.

Clearing check

If you have not integrated Zoho Books with a bank account, you can manually add a bank account and reconcile it to clear the checks. Click here to know how to reconcile your account.

Bank Check Reconciliation

Once payment is matched, payment status changes to Cleared as shown below.

Clearing check

Voiding a Check

You can use this feature to cancel an already printed check. After voiding the check, it will appear as shown below :

In this case, status of payment changes to Void.

Tip : You can void a bounced/damaged check.

Void check

Viewing and Filtering Checks

The checks you’ve written can be viewed from under Purchases -> Payments Made. Click on the drop down and select the option ‘Paid via Check’. Your check payments can be sorted according to their status as shown below.

Sort check

Other Actions

Bulk Printing of Checks

Imagine your business has an extensive purchasing, say over 50 transactions per day and you settle payments for all of them on the same day.

Now, if you have to print checks for all these transactions and you do it one at a time, a day’s time is not going to be enough. With bulk printing, you can print checks for all these transactions in one go!

You can print multiple checks for various vendors and banks, in a single click. A maximum of 100 checks can be printed at one go. Checks once printed, either as a single check or as bulk, will not appear in the list of Bulk Printing checks again. However, these checks can be reprinted individually.

To print checks in bulk:

Checks to be printed

Check Number

Click to print

Note:

  1. Once a check number is used, the number cannot be used again. This is applicable even if a check had been made void.
  2. Checks cannot be exported as PDF in Bulk.

Customize check

View and adjust the alignment of your check templates here as per your requirement. Go to Settings -> More Settings -> Templates -> Check. Or, simply click the Customize Check option while recording a payment via check, as shown below.

Customize check

Tip : You can customize according to the printer you use, for proper text alignment.

Check PDF

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