Viewing and Managing Check Templates
To view your current Check templates:
Go to the Settings page.
Click on Templates in the left sidebar.
Select the Checks tab.
Here you can:
See all available Check templates.
Import new Check templates.
Edit, duplicate, or delete existing templates.
Available Check Template Options:
Default Check (the standard template)
Check With Remit Stub Above
Check With Remit Stub Below
Check with 2 Remit Stubs Above
Check with 2 Remit Stubs Below
Check with 2 Remit Stubs Below - All Line Items
Check with Remit Stub Above and Below
Check with Remit Stub Above and Below - All Line Items
Check with Remit Stub Below - All Line Items
Check with Remit Stub and Copy Below
Managing Which Check Template to Print by Account
Each bank account can have its own Check template assigned:
Navigate to the Accounting Accounts page.
Select the relevant bank account.
Click on the three-dot menu (•••) in the top right corner and choose Edit.
In the Edit Account modal, scroll down to Check print template.
Select the template you prefer from the dropdown.
Save your changes.
This chosen template will automatically be used when printing checks linked to this bank account. Note: This option is available exclusively for bank accounts.
Printing Checks
To print a check:
Go to the appropriate accounting page (tenants, vendors, companies, or accounts).
Select the relevant entity.
Click on the Transactions tab.
Find the payment with the Check payment method.
Click on the three-dot menu (•••) next to the payment.
Choose Print Check.
The printable document opens in a new tab, displaying:
Recipient details
Memo
Payment breakdown
Charge details and line items
Total amount
The different importable check templates adjust the layout (remit stubs above/below, copies, line item visibility), allowing you to customize the check layout according to your specific needs.
