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
- Go to Accounts, then Bank Accounts.
- Click the bank account's name that you want to pay the cheque from.
- Open your spend money transaction.
- Click Options, then Print/Edit Cheque.
Complete the Pay by Cheque details
Now that you've created the cheque payment for the spend money transaction, you'll need to complete the Pay by Cheque details.
Here are some tips for completing the 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 the cheque or save it
After you've completed the Pay by Cheque details, choose to print the cheque or save the cheque payment.
- Save & Print PDF
Save & Print generates the cheque PDF ready for you to print.
Before you print the cheque, you will need to do the following:
Change the page scaling to none so the cheque fits the preprinted cheque voucher exactly.
Do a test print onto blank US-letter paper if this is your first time printing this cheque style, or you have changed the print alignment. You may need to change the print alignment.
Use compatible cheque stock.
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.