Printing Checks

Topic: Banking > Working with Bank Accounts > Working with Checks

Checks within salesorder.com can be printed on blank check stock such as QuickBooks Voucher Checks. Which can be readily obtained from stationers, or ordered over the Internet.

IMPORTANT: You must download and install the freely available Adobe Acrobat Reader to print the PDF documents containing your checks.

NOTE: Currently, salesorder.com only supports printing QuickBooks Voucher Checks. More check types will be added as and when they are requested. If you need to print on different types of check please send us a support request with details of the checks you require.

IMPORTANT: To print checks properly it is important that your printer is set up

correctly. As an example see the picture below. This window is shown when you

try to print a document (on MS Windows operating systems).

Printer setup for printing Checks

NOTE: Checks can only be printed if the user's Role has Checks enabled.

How Checks are printed

Checks are printed by first selecting which checks you wish to print (each check to be printed must have its 'To be printed' flag checked), then generating a PDF file that can be downloaded and printed. The PDF file contains the check information in the correct format to be printed onto your blank checks.

When the checks are printed salesorder.com asks you if the checks were printed correctly, or how many were printed correctly if there has been a printing problem. Depending on the answer the printed checks are flagged as PRINTED within your system. This ensures you do not inadvertently print duplicate checks.

Checks can be printed from a number of places, namely :-

•	The Check itself. Simply click Print on the Action bar.

•	The Checks list under Banking->Checks on the Explorer. List the Checks you wish to print, select them, then click Print on the Action bar.

•	The Bank Account from which you wish to print Checks. Click Print Checks from the Actions drop-down.

No matter which method is chosen the same Print Checks page will appear (below).

The Print Checks page

To print your checks follow the steps below.

Step 1: If this is the first time you have printed checks using your current printer you may need to adjust the horizontal/vertical alignment so that the checks print correctly. The first section Printing Adjustment allows you to print a Test Check and set the horizontal/vertical adjustment accordingly. To do this follow the steps shown :-

•	Select the type of Checks (in this case QuickBooks Voucher Checks)

•	Click the Print Test Check button. This pops up a PDF document containing an example check. If required either use the check manufacturers instructions to set the vertical and horizontal alignment, or simply insert a blank check and print the PDF document.

•	If the alignment is not correct enter new adjustment values and repeat the step above until the check prints correctly.

NOTE: When you are happy with the alignment and after you have printed your real checks, salesorder com will remember the horizontal/vertical alignment settings so that you do not need to repeat the above procedure.

STEP 2: Under the tab Select and Print Checks enter the number of the first check to be printed.

STEP 3: From the list of checks select which ones you want to print.

STEP 4: Click button Print Your Checks. This will generate the PDF document containing your checks and display the Check Download Page (below).

Check Download Page

The download page enables you to download and print the PDF documents containing the checks. After you have printed your checks you must indicate whether the printing was successful so that the check statuses can be updated appropriately within your system. The steps are described below.

STEP 1: To download the PDF document click button Download PDF File. This pops a window containing the associated PDF file.

STEP 2: Load the checks into your printer, and print the downloaded PDF document. If the test check printed correctly then similarly all the checks printed here should also print correctly.

STEP 3: After attempting to print the checks in STEP2 there are 3 possible outcomes.

•	If all checks printed correctly click on the appropriate link. This will have the effect of setting the print status of all the printed checks in your system as PRINTED. Also the check number will have been set.

•

If only some of the checks have printed correctly then you need to enter the number of the first incorrectly printed check, and again click on the appropriate link. This is so the status of the correctly printed checks can be updated in your system (as above). You will need to repeat the printing process to print the remaining checks.

•	If no checks printed correctly, and you have given up trying to print for the time being, simply click the appropriate link and no checks will be updated in your system. This means that you can try re-printing when you have fixed the associated problem.

Related tasks and information

Working with Checks

The Check Document

Working with Roles