Pay an expense claim by check

Create a check payment to pay an expense claim, then print the check or save it for printing later.

Find the expense claim and create the check payment

  1. In the Accounts menu, select Expense Claims.
  2. Click the Awaiting Payment tab.
  3. Open the expense claim you want to pay by check.

    Image showing expense claim selected.

  4. Enter the expense claim payment details.
  5. Select the Pay by check checkbox.

    Image showing refund details entered on credit note.

  6. Click Paid.
  7. Enter the Pay by Check details
  8. Print the check or save it for later

Pay by Check fields explained

This section provides guidance and tips on the Pay by Check fields.

Option Description
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 toYou 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.
MemoAdd, edit, or delete a memo to display on the check.
AddressIf you add or change the address of your payee, this will also update the contact's postal address.
Check StyleYou can change the style applied to the check.

Print and Save fields explained

This section provides guidance and tips on the Print and Save fields.

Option Description
Save & Print PDF

Before you print the check, 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.
  • Use compatible check stock.
SaveSave 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.

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