With Clio Accounting, you can create and print checks directly from recorded transactions, including hard costs, trust disbursements, trust withdrawals, and expenses. 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.
- 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).
- 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.
- To view and/or edit the template details, click View/Edit.
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.
- 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.
Void or delete a check
Note: You cannot delete or void a check that has been reconciled.
- 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.