With Clio Accounting, you can create and print checks directly from recorded transactions, including hard costs, trust disbursements, trust withdrawals, and expenses. You can print a single check or multiple checks together as a consolidated PDF. Transaction details automatically populate on the check ensuring accuracy and efficiency Transaction details automatically populate on the check, ensuring accuracy and efficiency.
Manage check templates
Before you can print your first check, you will have to create a new check template and align your printer and check stock paper with Clio’s check printing feature. You can add as many templates as you like to accommodate more than one type of check stock paper for different bank accounts.
To create a new check template:
- Click the global Add transaction button.
- Click Check.
- Select the Check template subtab.
- Click Create new template.
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Fill the template details and select relevant template options.
Tip: Click Print alignment test to print a test page using blank paper to ensure that your check fields align correctly. Compare your printed test page with your check stock until everything prints in the right place. - When your test check is correctly aligned, click Save as new template.
- Click the global Add transaction button.
- Click Check.
- Select the Check template subtab to open a view of all of your templates.
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To view and/or edit the template details, for the relevant template, click the template name, or click the More icon (three horizontal dots) then Edit.
Tip: Click Print alignment test to print a test page using blank paper to ensure that your check fields align correctly. Compare your printed test page with your check stock until everything prints in the right place. - To delete a template, click Delete, then confirm your action.
Create and print a check
- Click the global Add transaction button.
- Click Check.
- Select the Eligible transactions subtab.
- Select the relevant account or bill type using the dropdown to find the transaction to print a check for.
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In the Actions column of a relevant transaction, click Create check.
Note: If you did not yet create any check templates, a workflow will help you create at least one template. Refer to Manage check templates for more information. -
Select the appropriate check template and make any necessary changes to the check details.
Note: The transaction amount and account is determined by the transaction details and cannot be changed when printing the check. If the details are not correct, you can edit the transaction in Clio Manage or Clio Accounting. - Click Create & print and finish the check printing process in your computer’s print window. Alternatively, you can also click Create check so that the check appears in the Created checks subtab.
Print checks in bulk
You can select multiple checks from the Created checks subtab and print them together as a single job, with one check per page in the order that they appear on the page where you select them. Bulk printing supports up to 100 checks per print job.
Note: Only checks that already appear in the Created checks subtab can be printed in bulk. .
- Click the global Add transaction button.
- Click Check.
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Select the Created checks subtab.
Tip: Use the Search field to find checks by check number, payee, or memo. You can also sort the list by any column header by clicking on that column.
- Select the checkbox next to each check you want to print, or select the checkbox in the column header to select all checks in the current view.
- Click Print & preview.
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Review the checks in the print preview, then finish the check printing process in your computer’s print window.
Note: Large batches can take several seconds to generate. If a batch takes longer, keep the print preview open for a few minutes while Clio finishes the print job.
Void or delete a check
- Click the global Add transaction button.
- Click Check.
- Select the Created checks subtab.
- For the relevant line item, click the More (three horizontal dots) icon in the Actions column.
- Click Void or Delete.