## Documentation Index Access the complete documentation index at: https://www.zoho.com/us/books/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Checks You can now conveniently pay your vendors by writing and printing a check directly from Zoho Books, ensuring a secure payment method. This is especially useful for settling small jobs by issuing a check on the spot for instant payment. **Note:** This differs from the **Check** option available under **Payment Mode**, which may refer to any check payment you have made. The **Pay via Check** option is specific to checks that you write and print directly from Zoho Books using compatible check leaves. ![Stages of a Check](/books/help/images/check/stages.png) ## Ordering Check Leaves Paper checks compatible with Zoho Books software are available for purchase through our official document solutions partner, Dynamic Systems. These check leaves can be used to print checks directly from Zoho Books and manage your bill payments efficiently. Check the available styles and select the ones that best meet your company’s needs. Here’s how: * Go to the [Dynamic Systems](https://www.dswebtoprint.com/categories/zoho-books) website. * Click **Shop Now**, under _Brand New Check Orders_. * Now, click **Shop Now** under _Zoho Checks_. * Select a suitable style and click **Start 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. ## Payment Statuses of a Check Payment Depending on whether you’ve [enabled approvals](/us/books/help/transaction-approval-new-flow/configure-approvals.html#configure-approval) for payments or not, a check payment goes through the following statuses: Payment Status Description Applicable When **Draft** The check has been created but not processed further. Approvals is enabled **Pending Approval** The check is waiting for approval. Approvals is enabled **Approved** The check has been approved and is ready for further action. Approvals is enabled **Approval Rejected** The check has been rejected. Approvals is enabled **To Be Printed** The check is ready to be printed. Approvals are either enabled or disabled **Uncleared** The check has been printed but not yet cleared by the bank. Approvals are either enabled or disabled **Cleared** The check has been matched with a bank feed. Approvals are either enabled or disabled **Void** The check has been marked as void and will not be processed. Approvals are either enabled or disabled ## Write and Print a Check from Zoho Books You can print the bill details in your check leaf instantly. To do this: * Go to _Purchases_ on the left sidebar and select **Bills**. * Select a bill for which you want to make a payment via check. * Click the dropdown next to _Record Payment_ and select **Pay via Check**. * Review your payment details and click **Save and Print Now** or **Save and Print Later** based on your preference. The status of the bill will now be changed to **Paid**. * If you select **Save and Print Now**, your payment details get printed on your check leaf once you click **Print** in the preview pop up that appears. * If you select **Save and Print Later**, your check’s status will be changed **To be printed**, and you can print it anytime as required by navigating to _Payments Made_ and clicking the **Print** icon from the dropdown next to _PDF_ on the check you would like to print. * Once this is done, in the pop-up that appears, choose - **Not yet printed, keep check in to-be printed list**, if your check is not printed correctly. * If the check is printed correctly, choose - **Yes, check printed correctly** and review the **Check Number**. Zoho Books will auto-generate this number sequentially to help you track your check payments; you can also modify them based on your requirement. The status of your check will be changed to **Uncleared**. **Warning:** You can use your check number only once. You cannot reuse the check numbers that are allotted to void checks. ## Pay a Vendor’s Bills Using a Single Check If you’ve incurred multiple expenses from the same vendor, you can pay all the bills through a single check instead of making payments individually through multiple checks. To pay a vendor’s bills in a single check: * Go to _Purchases_ on the left sidebar and select **Vendors**. * Select the vendor for whom you want to make a check payment. * Click the _New Transaction_ dropdown and select **Pay Bill via Check.** * On the page that opens, enter the following information: Fields Description Payment Made Enter the amount that you plan to pay via check to the vendor. Payment Date Select the date on which you make the payment Bank account Select the bank or checking account from which you are paying the vendor. * After entering these details, enter the amount you’ve paid for each bill. * Click **Save and Print Now** or **Save and Print Late**r based on your preference. The bill’s status will now be changed to **Paid**. * If you click **Save and Print Late**r, your check’s status will be changed to **To Be Printed** and you can print it anytime as required by navigating to _Payments Made_ and clicking the **Print** icon from the dropdown next to _PDF_ on the check you would like to print. * Once this is done, in the pop-up that appears, choose - **Not yet printed, keep check in to-be printed list**, if your check is not printed correctly. * If the check is printed correctly, choose - **Yes, check printed correctly** and review the **Check Number**. Zoho Books will auto-generate this number sequentially to help you track your check payments; you can also modify them based on your requirement. The status of your check will be changed to **Uncleared**. ## Print Checks in Bulk Let’s say your business recently made a significant purchase comprising over 50 items, and you need to pay the bills by issuing checks all on the same day. Printing checks for all these bills will cause a significant delay. With bulk printing, you can print multiple checks for various vendors and banks in one go! You can print a maximum of 100 checks at a time. The printed checks will not appear in the list of **To Be Printed Checks** again. However, you can reprint these checks individually. To print checks in bulk: * Go to the _Purchase_s on the left sidebar and select **Payments Made**. * Click the filter dropdown on the top left corner of the page and select **To Be Printed Checks**. * Select the payments for which you want to print the checks and click the **Print** icon in the top left corner of the page. * You can preview the checks that you have selected for printing in the **Preview** pop-up that appears. After reviewing the preview, click **Print**. * Once the checks are printed, a pop-up will appear showing the list of checks and their numbers. Select the checks printed without errors (such as alignment errors, value errors, etc.) and review their **Check Numbers**. These numbers are generated automatically. However, you can also enter a **Check Number** of your choice. * Click **OK**. The status of the selected check will be changed from To Be Printed to **Uncleared**. The unselected checks will be in the **To Be Printed** status. ## Clear a Check You can update the status of your check payment to Cleared when you match the payment with the respective bank feed. To do this: * Go to _Banking_ on the left sidebar and select the account using which you’ve made check payments. * Select a bank feed you’d like to match under the **Uncategorized transactions** tab and Zoho Books will list out the best matches for that bank feed. * Click **Select** next to the payment that you want to match. * Click **Match** in the lower right corner of the page. * Zoho Books will match the payment and change the payment status to Cleared. **Insight:** If you’ve not integrated with a bank account in Zoho Books, you can [manually add a bank account](/us/books/help/banking/add-accounts.html#add-manually) and reconcile it to clear the checks. ## Void a Check When a check bounces or gets damaged, you can cancel it by voiding the check. **Prerequisite:** You can mark only the Uncleared checks as void. To void a check: * Go to _Purchases_ on the left sidebar and select **Payments Made**. * Click the filter dropdown at the top left corner of the page and select **Uncleared Checks** to view all the uncleared checks. * Select a check that you want to mark as void. * Click the **More** icon on the top of the page and select Void from the dropdown. The check payment will be unassociated from the bill and its status will be changed to Void. **Insight:** To view the void checks, navigate to _Purchases_. Click the filter dropdown at the top left corner of the page and select **Void Checks**. ## View and Filter Checks * To view the checks that you have written based on their statuses: * Go to _Purchases_ on the left sidebar and select **Payments made**. * Click the filter dropdown on the top left corner of the page and select a filter to view the checks based on their status. The following are the statuses of your check payments: Status Description To Be Printed Checks A check that you’ve saved but haven’t printed. Uncleared Checks Checks that you’ve printed but are yet to be matched with the respective bank feed will be under this status. Cleared Checks Check payments that you’ve matched with their respective bank feeds will be under this status. Void Checks Cancelled or bounced checks that you’ve marked as Void. Paid via Checks You can view all the To Be Printed, Uncleared, and the Cleared Checks by selecting this filter. ## Customize Check You can adjust the alignment of your check template according to the printer you use. To do this: * Go to _Purchases_ on the left sidebar and select **Bills**. * Select a bill for which you want to make a payment using a check. * Click the dropdown next to _Record Payment_ and select **Pay via Check**. * Click **Customize Check** at the bottom right corner of the page. * Hover over the check and click **Edit**. * **Check Alignment** and edit the position values for the fields that require a change in placement. * Click **Preview** to view the changes you’ve applied. * Click **Save**. **Pro tip:** You can customize a check by navigating to **Settings**, selecting **PDF Templates** under Customization, and then choosing **Check** under the _Templates_ section. ## Export Check as PDF You can export a check as a PDF file. To do this: * Go to _Purchases_ on the left sidebar and click **Payments Made**. * Select the check that you want to export. * Click **PDF/Print** at the top of the page. * Select **PDF** from the dropdown. * The check will be downloaded as a PDF. **Warning:** Checks cannot be exported as PDF in bulk.