Checks

Send Check

Overview

Initiate the process of mailing a check using DocuPost, which gives a convenient and professional touch. Ensure you have a verified bank account before proceeding.

Send Check

  1. Click 'Checks' in the main sidebar navigation

  2. Select 'New check' in the main view

  3. From the send checks page, select a bank account from the dropdown menu, or follow steps to add a bank account if you have not yet added one

  4. Enter the check amount in USD

  5. Optionally, enter a memo and check number

  6. Enter recipient and sender details

  7. If needed, upload a PDF attachment

  8. Click 'Send check'

Sending a Check with DocuPost

Bank Account Verification

Before you can send a check using DocuPost, you need to add and verify a bank account. This is a security measure to ensure that your financial information is protected and authorized for transactions.

Sign Up for Premium

To print and mail checks with DocuPost, you need to sign up for the premium plan. This allows you to use all the features required for sending checks.

If you have not yet added a bank account, you will be prompted to do so via the bank accounts page.

Once you have submitted your bank account details, DocuPost will review the information. You will receive a notification once your bank account has been verified and authorized for use.

After your account is authorized, you can proceed to send checks through DocuPost. Ensuring that your bank account is verified adds a layer of security to your transactions.

Check Details

Enter the amount in USD that you wish to send in the Amount field. Optionally, you may enter a memo in the Memo field to include on the check. You can also specify the check number in the Check # field. If you do not set a check number, DocuPost will automatically assign one and increase it with each check you send.

Enter the payee/recipient's details, ensuring that the recipient name correctly reflects the person or entity who will be depositing the check. Likewise, make sure the sender's information is accurate and reflects the name or company sending the check.

Check Your Check Details

Ensure that the recipient name matches the person or company's name who will deposit the check. Similarly, verify that the sender name correctly reflects the entity sending the check.

Optional Attachment Letters

When sending a check with DocuPost, you have the option to upload a PDF document to add as a letter to include with your check. This can be useful for including additional information such as a statement or an explanation of the payment.

Please note that the attachment letter should be no more than 5 pages. Attachment letters will be printed in black and white and double-sided.

Check Preview

At the bottom of the page you will see a preview of how your check will appear.

You can enhance the professional look of your check by uploading a square logo with dimensions of 100x100 pixels. This logo will be placed in the upper left corner of your check.

Frequently Asked Questions

  • To add a bank account, go to the bank accounts section from the main menu. Click Add account and follow the prompts to enter your bank details. You may need to upload a voided check or statement for security review.

  • Once you've queued a check for mailing in the future, you may cancel it up to the send date that you've selected, provided this aligns with requirements outlined in the cancel sent check article.

  • At this time, you cannot send Checks to international addresses.

  • Printed on bank-grade chemical reactive paper (with watermarks, warning bands). We include a prismatic multicolored background with subtle graduations is added to make copying and reproducing difficult. During every stage of production, we produce these checks with controlled stock which ensure the security of the mail piece. The Padlock Icon printed on the checks ensures that the product meets or exceeds industry guidelines. It is sent in a #10 white 2-window envelope.