Follow this step-by-step guide to learn how to create and print checks with Kiwili’s Advanced Accounting Module.

Kiwili allows you to create checks to pay a provider or create a check from a journal entry. The system will automatically generate a journal entry for each check created. You just have to print it and send it.

Set up check printing

  1. Go to the “Check Template Configuration” section under “Configuration”.
  2. Move the items on the check template as needed and save.
  3. Perform printing tests with copies of checks to make sure your check template is set up correctly.

Create a check to a supplier

  1. Go to the “Checks” section.
  2. Click on the “New check to a provider” button.
  3. Select a provider from the drop-down menu and click “Search”.
  4. Tick the expense on the right.
  5. Fill in the fields “Date”, “Choose a payment method”, “Bank account”, “Description” and “Check number”.
  6. Click on “Apply payment and prink the check”.

Create a check from a journal entry

  1. Click the “New check from a GL entry” button.
  2. Click on a journal entry.
  3. Click on the “Print a check” button
  4. Fill in all the required fields: “Number”, “To the order of”, “Description”.
  5. Click on the “Print” button, then “OK”.

Create a check from a payment

It is possible to refund the payment of a customer invoice (make a credit) by check.

  1. Go to the “Invoices” section.
  2. Click on the paid invoice you wish to refund.
  3. On the right, click on “Payments”.
  4. To the right of the payment line, click on the trash icon to delete the payment and then click “OK”.
  5. A negative payment (credit) has been applied, click on the printer icon to generate the check.

You can now learn how to do bank reconciliation and close your financial year.

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Kiwili is an all-in-one business management software. It is at the same time an easy invoicing software, an accounting software, a CRM, a convenient project management tool and a time tracking software. Everything you need to manage your business like a pro!