Check Draft

Ready to start?Get started
Customer ready to pay, but no signature?

Create a check draft. No signature to chase.

Get your customer’s OK by phone or online, then create the draft in ZIL MONEY. You can follow every draft in one list, from new to approved.

  • Create a draft with your customer’s approval
  • Take payments by phone or online
  • Follow every draft in one list
AICPA SOC 1AICPA SOC 2PCI DSS CertifiedISO 27001 CertifiedISO 9001 CertifiedISO 20000 CertifiedNIST SP 800-53A Revision 5HIPAA CompliantCCPAGDPR

Two parts. That is all.

Your customer says yes. You create the draft.

Your customer approvesThey agree to the payment, by phone or online.
You create the draftFill in the details and save it in ZIL MONEY.

Make a check draft from one screen.

Pick the client. Enter the amount. Save.

Fill in the draft

Choose the client, the account the money goes to, and the amount.

Follow every draft

Each draft shows its status: new, pending approval, or approved.

Other ways to get paid

Not every customer wants a draft.

Add the details

Put a check number, a date, and a memo on the draft.

Check #DateMemo

Keep your books in sync

Works with QuickBooks, Xero, Zoho, and other accounting tools.

Works with the tools you already use.

Connect your accounting tools and more. See all integrations

QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksSage Business Cloud AccountingOracle NetSuiteMicrosoft Dynamics 365WaveBill.comOdooSalesforceHubSpotZapierSlack

Waiting on a signature should not hold up your money.

Here is what slows most small businesses down, and how ZIL MONEY fixes it.

My customer is on the phone and ready to pay.

Create the draft right then. Get their OK, then enter the details.

Mailing paper back and forth takes forever.

Skip the mail. There is no paper to send and no signature to wait for.

I lose track of which drafts are done.

Follow the status. See what is new, pending, and approved in one list.

I worry I will type something wrong.

Review before you save. See the client, the amount, and the account on one screen.

I keep retyping the same customer.

Pick from your list. Choose a client you already added.

I am not always at my desk.

Use your phone or tablet. Do it from anywhere.

Four steps from phone call to saved draft.

Get the OK. Fill in the form.

1

Get the OK

Your customer approves the payment, by phone or online.

2

Pick the client

Choose who is paying and where the money goes.

3

Enter the details

Add the amount, a check number, and a memo.

4

Save and follow it

Save the draft, then watch its status.

Easy to learn. Quick to help.

In their own words, from businesses that use ZIL MONEY.

Rachel Ruiz, Business Strategy Manager at Lennar Title

“Working with ZIL MONEY has been such a great experience.”

We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.

Rachel RuizBusiness Strategy Manager, Lennar Title
Mike S. of Experity

“ZIL MONEY has been a game-changer for our business!”

Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.

Mike S.Experity
Cory Edwards, Owner of Edwards Holdings Realty

“The most helpful part is that ZIL MONEY can be used by everyone.”

It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.

Cory EdwardsOwner, Edwards Holdings Realty

Common questions

What is a check draft?
It is a check you create with your customer’s approval, without their signature. It draws the payment from their bank account.
Do I need my customer’s approval?
Yes. Always get it first, before you create a draft.
How do I create one in ZIL MONEY?
Open Check Draft, choose the client, enter the amount and the details, and save it.
Can I take payments over the phone?
Yes. Many businesses get approval on a call, then create the draft right away.
Can I see the status of each draft?
Yes. Drafts show as new, pending approval, or approved.
Is it safe to use?
ZIL MONEY holds SOC 1, SOC 2, PCI DSS, ISO 27001, and other certifications. You can see the full list on the Certifications page.
How much does it cost?
See Pricing in the menu for current plans. You can also book a short demo, and we will walk you through it.
Does it work with QuickBooks?
ZIL MONEY connects with QuickBooks, Xero, Zoho, and other accounting tools, so your payments and books stay in sync.

Create your first check draft.

Try it with one payment, or book a short demo and we will walk you through it.

Have a question? Talk to our team