You will need the Full Write Accounting permission to perform this action.
To get started printing checks, you will first need to upload a check template. To do this, go to Accounting > Print Checks > Templates from the left-hand menu and click on the Add New button. If you need to modify a template, click on the check image in the listing.
A pop up will appear. You'll need to scan a copy of a blank check and upload it into this area.
Please note the following:
Page size should be 8-1/2" x 11" and may contain three checks per sheet or be voucher style (one check per sheet at the top with two receipt areas below). For voucher-style checks, you can specify which third the check should print at in the template (i.e. top, middle, or bottom). The default is top.
Check portion at the top of the page is 8-1/2" x 3-1/2".
Set document resolution to 300 dpi.
Make sure the resulting scan is straight and not crooked.
Save the scan as an image (i.e. jpg) and upload it.
Using the above settings, the resulting image would be 2550 x 3300 pixels.
Once the scan is uploaded, the system will process it and show a single check design at the top. The following fields will appear:
Name
Required. The name of the check template. Choose a descriptive name.
Description
Optionally enter a description for this text perhaps explaining when it should be used.
Active?
If No, the check design will not be available for selection when printing checks.
Check Preview
Click and drag the placeholder elements to the appropriate spots on the check so that everything is where it is supposed to be.
You can uncheck the "Show example text above?" checkbox to replace the text with a variable name and color it blue. May make it easier to see if you are having trouble finding it.
Elements
This section lets you choose the font you would like to use on printed checks as well as which elements you want to show. Uncheck any elements you don't want printed. For example, if you don't want the memo field to be printed on checks that use this template, uncheck the "Memo" item in the table. You can also control whether the currency symbol should be added to a check.
You also have options to change the text size for a particular element (to make it bigger or smaller). Use the Position column to move the elements more precisely if needed. The format is (top, left) where the top value is the number of pixels from the top edge of the check and the left value is the number of pixels from the left edge. Only use whole numbers (not decimals).
Once you are done, click on the "Save" button to save the check.
Running a test print
We highly recommend you run a test print to make sure everything looks good on an actual check. So that you don't waste checks, you should print on a blank 8-1/2" x 11" sheet of paper, put it on top of a blank check, and hold it up to the light to see if the text aligns properly.
For steps on how to print checks, see this article on adding a check to the queue. For testing purposes, load your printer with blank sheets of paper instead of checks. Otherwise, load it with your checks.
Deleting Check Templates
To delete a check template, locate the check template you want to delete under Accounting > Print Checks > Templates from the left-hand menu and use the cog menu to select "Delete."
