Self-Print Check

Docyt Self-Print Check

In Docyt, you can print checks on blank check stock.

Table of Contents

Create a Self-Print Check

  1.  Login to your Docyt account.

  2. Locate and click on the "Expense Management" drop-down menu.

  3. From the drop-down menu, select "Accounts Payable".

  4. In the Accounts Payable section, you will find various options. Click on "Invoice Queue".

    1. 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.

  5. Now, click on the drop-down menu of the invoice you wish to pay.
    Select "Pay by Docyt Check."

  6. Select the three dots on the right upper corner of the invoice and choose “Self-Print Check”

  7. Confirm the payee, amount and address in the detail section of the invoice. Now, click on the blue generate check button.

  8. A secret code will be sent to your email address. Please don't close the window.

  9. Check your email for the code.

  10. Enter the code into the security code field and click on the blue "generate payment" button.

  11. 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

  1. Select "Check Register" from the left navigation menu.
  2. Locate your recent check payments in the register.
  3. Here, you can view checks and their associated invoices.
  4. You also have the option to cancel checks.
    Cancel checks.

Download & Print Checks In Bulk

  1. Access the Check Register screen in the Accounts Payable module.
  2. Filter the transactions by selecting "Self-Print Checks"
  3. Choose the checks you want to download.
  4. Click on the "Bulk Actions" drop-down menu and select "Download Printable Checks".
  5. The selected checks will be downloaded as a single PDF file.
  6. To locate the downloadable PDF file, navigate to the gear icon and select "Data Export".