Set up Cheque Printing


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


Enable Cheque Printing

  1. Select the gear icon and then select Firm Settings.
  2. Select Accounts.
  3. Navigate to the Client Account & Office Payment Cheque tab.
  4. Select Activate Client Account Cheque Printing and/or Activate Office Payment Cheque Printing.
  5. Under the Printing Method dropdown menu, choose when you wish to print the cheque when creating a client account or office payment: 
    • Print Manually - you will be manually writing your own cheques.
    • Print Now - a prompt to print the cheque will appear upon making a payment to an invoice.
    • Print Later - you can print the cheque from the Cheques list in the Accounts section.
  6. Save your settings.


How to Print Cheques

  1. Navigate to Accounts from the left menu.
  2. On the Transactions tab, select Client Account Cheques or Office Account Payments from the left menu.
  3. Click on Print Cheques.
  4. Choose the cheques to print and confirm the cheque date and numbering, then select Process.
  5. The cheques will process and download at the bottom left of the screen.
  6. Select the notification to open a Print Preview of the cheque printout. Select the Print icon on the preview to send the cheque to your printer.
  7. When the print dialogue box opens, select More Settings and ensure that the paper size is A4 and the scale is set to Customised (100). Select Print.

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

Need help?  Contact our friendly team.


Was this article helpful?
0 out of 1 found this helpful

Articles in this section