Pay a credit note refund by check

Create a check payment for a credit note refund, then print the check or save it for printing later.

Find the credit note and create the cash refund

  1. Go to Accounts, then Sales.
  2. Click the Awaiting Payment panel.
  3. Open the credit note you want to pay by check.

    Image showing credit note in awaiting payments tab.

  4. In the Make a cash refund section, enter the refund details and check the Pay by check box.

    Image showing refund details entered on credit note.

  5. Click Add Refund.

Complete the Pay by Check details

Now that you've created the check payment for the credit note, you'll need to complete the Pay by Check details.

Here are some tips for completing the fields.

  • Check #

    You can change the number to the next available number, or a check number you deleted.

    You cannot reuse a check number on an uncleared, reconciled, or voided check from the same bank account. Check numbers are unique across bank accounts.

  • Pay to

    You can change the payee. Both names appear on the check - 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 check.

  • Address

    If you add or change the address of your payee, this will also update the contact's postal address.

  • Check Style

    You can change the style applied to the check.

Print the check or save it

After you've completed the Pay by Check details, choose to print the check or save the check payment.

  • Save & Print PDF

    Save & Print generates the check PDF ready for you to print.

    Before you print the check, you will need to do the following:

  • Save

    Save the check payment in the following situations:

    • If you want to print the check from Xero later.
    • If you want to use your own check book or other check printing software.