Print cheques in Zoho Books

Now you can print cheques directly from Zoho Books!

You can now pay your vendors by writing and printing out a cheque 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 cheque right there and making an instant payment.

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

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

Check Stages

Ordering Cheque leaves : Click here to order cheque 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 cheque leaves.

Write and Print a Cheque from Zoho Books

Pay via check

Multiple Bill Payments via Cheque

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 cheques, you can pay for all of them with just a single cheque.

To view the cheques, go to the Payments Made section under Purchases. In the filter drop-down, select Cheques to be printed to view the cheque and print it.

Cheque Details

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

Check Details

Note : Reference number in payments list automatically takes the value specified as cheque number while printing.

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

Print check

After printing the cheque, 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 cheque

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 cheques. 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 Cheque

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

In this case, status of payment changes to Void.

Tip : You can void a bounced/damaged cheque.

Void check

Viewing and Filtering Cheques

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

Sort check

Other Actions

Bulk Printing of Cheques

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 cheques 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 cheques for all these transactions in one go!

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

To print cheques in bulk:

Checks to be printed

Check Number

Click to print

Note:

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

Customize cheque

View and adjust the alignment of your cheque templates here as per your requirement. Go to Settings > Customisation > PDF Templates > Cheques. Or, simply click the Customize Cheque 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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