How to Print a Check from Zoho Books
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Paying via Check
- Open the Purchases tab and scroll down to the Bills section.
- Select a bill for which a payment is to be made using a check.
- Click on the drop-down next to Record Payment and select 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.
- Go to Contacts and select the vendor for whom you wish to make the payment.
- Select the option Pay Bill via Check from the New Transaction drop-down.
- In the screen that follows, fill in the required information including the amount and the bills for which you wish to make the payment.
- Finally either click Save and Print Now or Save and Print Later option as per your preference.
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.
- Amount – This denotes the bill amount that you plan to pay via the check. This can be the complete amount due on the bill, or simply a part of it.
- Payment date – The date on which the payment is being made.
- Bank account – The bank/checking account from where the money is taken out in order to pay the vendor.
- Record the Amount you wish to pay, this can be the complete outstanding amount or just a portion of it. It is the full amount by default.
- Select a Payment Date for the check.
- Choose a Bank account from the drop-down list.
- You can print the check straightaway by selecting the Save and Print now an option at the bottom. A reference number for your check or a check number must be entered when you print a check. Zoho Books will auto-generate this number sequentially but you can modify them as per your requirement. In case this option is selected, the status of the payment becomes Uncleared.
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, the status of the payment becomes To be printed. At this point, the check number will not be assigned. It will be assigned while the check is being printed.