Set up cheque printing

Learn how to turn on and use the Cheque Printing feature to generate print previews of Trust and Office Payment cheques.

Enabling Cheque Printing Settings

1. Navigate to the gear icon and select Firm Settings.
   
   
2. Select the Accounts tab from the left menu, then click on the Trust & Office Payment Cheque tab.
   
3. Tick Activate Trust Cheque Printing and/or Activate Office Payment Cheque Printing.
   
4. Under the Printing Method dropdown menu, choose when you wish to print the cheque when creating a trust or office payment:
   • Print Now - a prompt to print the cheque will appear upon making a payment to an invoice from trust.
   • Print Later - you can print the cheque from the Cheques list in the Accounts section.
   • Print Manually - you will be manually writing your own cheques. Choose this if you have a manual chequebook.

Generating the Cheque Printout

1. Navigate to Accounts from the left menu.
2. On the Transactions tab, select Trust Cheques or Office Payments from the left menu.
   
3. Click on Print Cheques. Choose the cheques to print and confirm the cheque date and numbering, then select Process.
   
4. You will then be prompted to open a Print Preview of the cheque printout. Select the Print icon on the preview to send the cheque to your printer.
   
5. When the print dialogue box opens, select More Settings and ensure that the paper size is A4 and the scale is set to Custom (100). Then, select Print.
   

You can also reprint cheques by selecting the three dots on the rightmost column of a transaction, then clicking on Reprint Cheque.

Printing your cheques

Cheques printed from Smokeball need to be printed to specific requirements that align with the printout document above.

SecurePrint can help with this - their contact details are listed below: