Viewing and Managing Check Templates
Click your profile menu.
Click Settings.
Click Templates.
Select Check from the template categories.
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.
Click Accounting.
Click Accounts.
Select the relevant bank account.
Click Edit Account.
Select the preferred template from the Check print template dropdown.
Save your changes.
This template will automatically be used when printing checks linked to this bank account. This option is available only for bank accounts.
Printing Checks
Go to the appropriate page: Tenants, Vendors, Companies, or Accounts.
Select the relevant entity.
Click the Transactions tab.
Find the payment with the Check payment method.
Click the dropdown menu next to the payment.
Select 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.
