Void Check in Zoho Books

There are many reasons you may need to void a check.  The check was issued with wrong details such as an incorrect payee name, amount, date, or memo. The check was lost in the mail, physically damaged, or destroyed before it could be deposited. To avoid unauthorized use or confusion, voiding the check helps maintain clean accounting records.  The payment is no longer necessary perhaps because the invoice was canceled, duplicate payment was made, or the vendor relationship ended.  Voiding the check ensures that your accounts stay accurate and that no payment is accidentally processed.

Step 1: Navigate to Payments Made

1. Log in to your Zoho Books account.
2. In the left sidebar, click on Purchases.
3. Under the Purchases section, select Payments Made.

Step 2: Filter for Uncleared Checks

1. At the top of the Payments Made page, locate the filter dropdown.
2. Click on the dropdown and select Uncleared Checks. This will display all checks that have been printed but not yet reconciled with your bank account.

Step 3: Select the Check to Void

1. Browse through the list of uncleared checks.
2. Click on the specific check that you wish to void.

Step 4: Void the Check

1. Once the check details are open, look for the More icon (usually represented by three dots or a gear icon).
2. Click on the More icon.
3. From the dropdown menu, select Void.

Step 5: Confirm the Action

1. A confirmation prompt will appear, asking if you’re sure you want to void the check.
2. Confirm your decision. The check’s status will change to Void, and it will be unassociated from any bills.

Step 6: View Voided Checks

To view all voided checks:

1. Return to the Payments Made page.
2. Use the filter dropdown at the top left corner.
3. Select Void Checks to display all checks that have been voided.

Important Notes

• Uncleared Checks Only: You can only void checks that are in the Uncleared status. Once a check is reconciled with your bank account (i.e., marked as Cleared), it cannot be voided.
• Reissue Payments: After voiding a check, the associated bill’s status will revert to Open, allowing you to record a new payment if necessary.