Pay a credit note refund by cheque
If you have a Canadian organisation in Xero, you can create a cheque payment for a credit note refund, then print the cheque or save it for printing later.
Find the credit note and create the cash refund
- In the Accounts menu, select Sales.
- Click the Awaiting Payment tab.
Click the credit note you want to pay by cheque.
- Under Make a cash refund, enter the refund details.
Select the Pay by cheque checkbox.
- Click Add Refund.
- Enter the Pay by Cheque details
- Print the cheque or save it for later
Pay by Cheque fields explained
This section provides guidance and tips on the Pay by Cheque fields.
- Cheque #
You can change the number to the next available number, or a cheque number you deleted.
You cannot reuse a cheque number on an uncleared, reconciled, or voided cheque from the same bank account. Cheque numbers are unique across bank accounts.
- Pay to
You can change the payee. Both names appear on the cheque - the original payee displays as a reference so you know who the payment is to.
Add, edit, or delete a memo to display on the cheque.
If you add or change the address of your payee, this will also update the contact's postal address.
- Cheque Style
You can change the style applied to the cheque.
Print and Save fields explained
This section provides guidance and tips on the Print and Save fields.
- Save & Print PDF
Before you print the cheque, you'll need to:
Save the cheque payment in the following situations:
- If you want to print the cheque from Xero later.
- If you want to use your own cheque book or other cheque printing software.