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.
Note: Use Print test check using blank paper to ensure that your check fields align correctly. Compare this test page with your check stock until everything prints in the right place. - When your test check is correctly aligned, click Save template.
- Click the global Add transaction button.
- Click Check.
- Select the Check template subtab to open a view of all of your templates.
- Click the More icon (three horizontal dots).
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To view and/or edit the template details, click View/Edit.
Note: When editing a template, click Print test check using blank paper to ensure that your check fields align correctly. Compare this test page with your check stock until everything prints in the right place. - To delete a template, click Delete, then confirm your action.
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Create and print a check
- Click the global Add transaction button.
- Click Check.
- Select the Eligible transactions subtab.
- Use the Operating expenses, Hard costs, Trust withdrawals, or Trust disbursements tabs to find a transaction that you want to print a check for.
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Click the More (three horizontal dots) icon in the Actions column of a relevant transaction, then 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 Save & Print and finish the check printing process in your computer’s print window.
Print checks in bulk
You can select multiple checks from the Created checks subtab and print them together as a single consolidated PDF, with one check per page in your chosen sort order. Bulk printing supports up to 200 checks per print job.
Note: Only checks that already appear in the Created checks subtab can be printed in bulk. To create a check without printing it right away, complete the create check workflow, then click Cancel in the print preview. The check is saved to the Created checks subtab, where you can select it along with others to print together.
- Click the global Add transaction button.
- Click Check.
- Select the Created checks subtab.
- Use the Search field to find checks by check number, payee, or memo. You can also sort the list by selecting any column header, such as Created on, Payee, or Amount.
- 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 a moment to generate. If a batch takes longer than 60 seconds, keep the print preview open while Clio finishes preparing your PDF.
Tip: Use the Search field and column sorting to group the checks you want, then print them in one pass. This helps you confirm that every check in a billing cycle, including trust disbursements and trust withdrawals, is accounted for and recorded in the correct order.
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.