Pay a spend money by cheque

If you have a Canadian organisation in Xero, you can create a cheque payment for a spend money transaction, then print the cheque or save it for printing later.

Find the spend money transaction and create the cheque payment

  1. In the Accounts menu, select Bank Accounts.
  2. Click the bank account's name that you want to pay the cheque from.
  3. Open your spend money transaction.
  4. From Options, select Pay by Cheque.
  5. Enter the Pay by Cheque details:
    • 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.

    • Memo

      Add, edit, or delete a memo to display on the cheque.

    • Address

      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.

  6. Print the cheque or save it for later:
    • Save & Print PDF

      Before you print the cheque, you'll need to:

      • Change the page scaling to none so the cheque fits the preprinted cheque voucher exactly.
      • If this is your first time printing this cheque 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.
      • Use compatible cheque stock.
    • Save

      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.