Financial Essentials
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      How to write checks out of Xero

      If you need assistance logging into Xero or locating this feature, please reach out to your Account Manager.

      In this article you'll learn the following:

      1. How to write a check for Spend Money transactions
      2. How to write a check to pay bills
      3. How to view and export your check register

      How to write a check for Spend Money transactions

      You can pay spend money transactions by check using your base currency bank account. Checks can be printed immediately, or saved for printing later. Complete these steps and use this video tutorial to follow along:

      1. In the Accounting menu, select Bank accounts.

      2. Click the bank account's name that you want to pay the check from.

        It's not possible to create a check from a foreign currency bank account, so you'll need to select a base currency account.

      3. Open your spend money transaction.

      4. From Options, select Pay by Check.

      5. Enter the Pay by Check details

      6. Click Save & Print PDF to print the check, or Save if you want to print later.

       

      How to write a check to pay bills

      Pay supplier bills by check from your base currency bank account. Create a PDF to print your checks. Complete the following steps:

      1. In the Business menu, select Bills to pay.

      2. Select the Awaiting Payment tab.

      3. Select the checkbox for the bills you want to pay.

      4. Click Make Payment.

        Image of multiple bills selected on the Awaiting Payment tab with the Make Payment button.

      5. Click Pay by Check.

      6. Review the Pay by Check details.

      7. Click Save & Print PDF to print the check, or Save if you want to print later.

       

      How to view and export your check register

      Print individual checks for payments of purchases, refunds or expense claims. You can print more than one check at once. 

      1. In the Business menu, select Checks.
      2. Select the checkboxes next to the payments you want to print by check.

      3. Click Print PDF.

        Image showing the check register and 3 items ticked.

      4. Select OK.

      5. Print the checks.

      Before you print, you'll need to:

      • Change the page scaling to none so the check fits the preprinted check voucher exactly.
      • If this is your first time printing this check style or you've changed the print alignment, do a test print onto blank US-letter paper. You may need to adjust the print alignment.

      To gain access to this feature in Xero or for more insight please contact your Account Manager at support@club.capital.