How to Print and/or Create a Check Print Template

Summary of Steps

A: Printing from Payment Entry

1. Select Accounting from the home screen
2. Select Payment Entry
3. Open the correct Payment Entry from the list
4. Select the correct supplier in the Select Supplier Address (Check Print) field
5. This should fill in the "Address on Check Print" field automatically
6. Select Update
7. Select the Print button
8. Make sure Bank of America is selected (IF you need a different bank template, see part B)
9. Print

IMPORTANT: Before printing, blank check stubs need to be inserted into the printer tray

B: Creating a new Check Print Template

1. Type Check Print Template into the search bar and select from the drop down menu
2. Select Add Check Print Template
3. Enter the name of the bank
4. Attach an image of the check for ease of formatting
5. If no image is available, manually set the formatting distances
6. Review and Save
7. Select Create Print Format
8. There is an option to make the new template the Default. Choose if appropriate

Detailed Steps with Screenshots

A.

1- Select Accounting from the home screen

2- Select Payment Entry

3- Choose correct Payment Entry from the list

4- Select the correct supplier in the Select Supplier Address (Check Print) field

 a) This should fill in the "Address on Check Print" field automatically

5- Select Update

6- Select the Print button

7- Make sure Bank of America is selected (If you need to create a check print template with a different bank, see Part B of this training)

8- Print

B.

1- Type Check Print Template into the search bar and select from the drop down menu

2- Select Add Check Print Template

3- Type in the name of the bank

4- Attach an image of the check for ease of formatting

 a) If no image is available, manually set the formatting distances

5- Review and Save

6- Select Create Print Format

7- If the new template should be Default, select that option.