Create Checks from Bills and Invoices in a PDF

You already have the payment details on your bill or invoice. You should not have to type all of them again just to create a check.

Zil Money now lets you upload a bill or invoice PDF through Check from PDF. The platform reads the available payee name, address, and payment amount and adds those details to the check fields.

Turn an invoice PDF into a check

The new Bill & Invoices option helps you create a check from a document you already received. This reduces the need to move back and forth between the invoice and the check form.

Upload the PDF, review the extracted payment details, and prepare the check without manually entering each field.

How it works

• Go to Check from PDF and choose Bill & Invoices.
• Upload the bill or invoice PDF.
• The platform reads the payee name, payee address, and bill amount.
• The extracted details are added to the matching check fields.
• Review the information before printing the check.

Once the document has been processed, the payment appears in the Payment Out section. The original bill or invoice remains available with the payment entry, so you can compare it with the created check. Keeping the original document linked to the payment also supports the recordkeeping practices the IRS recommends for business transactions.

Process multiple bills from one PDF

A single PDF may contain several bills. Zil Money can process the document and create a separate payment entry for each bill it identifies.

For example, a nine-page PDF containing nine separate bills can produce nine payment entries. Each entry includes the payee name, address, and amount extracted from the related bill.

Review each entry before printing. Document layouts can differ, so a final check helps confirm that the extracted information matches the original invoice.

Signature and bank details are required

Checks created through the Bill & Invoices workflow require a signature and bank account number. Both fields are mandatory, so a check cannot be created through this flow without them.

Before printing, confirm the selected account, signature, payee, address, amount, date, and other payment information. Pairing this review with Positive Pay adds another layer of verification before a check clears.

Reduce repeated data entry

Entering invoice details manually can slow down your accounts payable process and increase the chance of typing errors.

The Bill & Invoices option uses information from the uploaded document to help create the check. This reduces repeated work while still giving you the opportunity to review every payment before printing.

Log in to your Zil Money account and open Check from PDF to try the Bill & Invoices option. Log in to your account.

Zil Money, is a financial technology company, not a bank. Banking and money movement services are provided through partner financial institutions and licensed service providers. FDIC insurance coverage applies only to eligible deposit products and accounts, and is subject to applicable terms, conditions, limitations, and requirements. Additional information regarding partner institutions, products, and services is available in the applicable terms and agreements.