In Docyt, you can print checks on blank check stock.
Table of Contents
- How to create a self-print check
- How to view the check register
- How to download and print checks in bulk
Create a Self-Print Check
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Login to your Docyt account.
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Locate and click on the "Expense Management" drop-down menu.
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From the drop-down menu, select "Accounts Payable".
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In the Accounts Payable section, you will find various options. Click on "Invoice Queue".
- Your invoice must be in the "ready to pay" status in order to create a self-print check in Docyt. If your invoice is not in the "Ready to Pay" status, please verify or approve the invoice before proceeding.
- Your invoice must be in the "ready to pay" status in order to create a self-print check in Docyt. If your invoice is not in the "Ready to Pay" status, please verify or approve the invoice before proceeding.
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Now, click on the drop-down menu of the invoice you wish to pay.
Select "Pay by Docyt Check." -
Select the three dots on the right upper corner of the invoice and choose “Self-Print Check”
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Confirm the payee, amount and address in the detail section of the invoice. Now, click on the blue generate check button.
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A secret code will be sent to your email address. Please don't close the window.
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Check your email for the code.
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Enter the code into the security code field and click on the blue "generate payment" button.
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Your check will automatically download. Check your download folder for the .pdf file. Make sure you have blank check stock in your printer. Open the file and select print.
TIP: View Check Register
- Select "Check Register" from the left navigation menu.
- Locate your recent check payments in the register.
- Here, you can view checks and their associated invoices.
- You also have the option to cancel checks.
Cancel checks.
Download & Print Checks In Bulk
- Access the Check Register screen in the Accounts Payable module.
- Filter the transactions by selecting "Self-Print Checks"
- Choose the checks you want to download.
- Click on the "Bulk Actions" drop-down menu and select "Download Printable Checks".
- The selected checks will be downloaded as a single PDF file.
- To locate the downloadable PDF file, navigate to the gear icon and select "Data Export".