Checkeeper Account Feature: Layout Editor
Checkeeper offers lots of great features for printing and mailing customized business checks on demand, including some you may have never tried. Checkeeper enables simple, on-demand check printing for all business payment needs, but did you know: Checkeeper also provides a suite of customizing features to make checks unique and brandable. Checkeeper’s Layout Editor offers many choices for how you design and print your checks, and it allows users to elevate from standard check formats to customized and specialized designs.
How do I use the layout editor in Checkeeper?
Along the left-hand navigation bar, click ‘Layouts.’
Click ‘Create New Layout’ to get an array of check layout choices.
Select the layout of your choice, and get started customizing it, adding, deleting, or resizing fields, as well as adding uploaded images or custom check fields to match your bookkeeping.
Hit ‘Save and Exit’ to have your new check layout readily available every time you log in.
How do I activate a check layout after I’ve edited it?
Your active check layout will appear first in your Layouts page; it will also be marked with a red asterisk in the top left corner. All checks you print will default to the active check layout automatically.
How do I change a check layout, or remove it altogether?
Your checks will print in the activated layout automatically. Want to activate a different one for a specific payment?
Go into ‘Layouts.’
Choose the new layout you wish to use.
Click on the settings icon in the top right corner of the chosen layout.
Click ‘Make Active.’
Confirm your choice.
Checks you print will now default to this new layout. Simple!
Need to remove a check layout permanently? Go into the settings for the layout to be deleted, select ‘Delete,’ and confirm your choice.
Why is the layout editor helpful?
Design checks to match your marketing
Online check printing offers customization options you can’t get with bank and third-party checks. Checkeeper offers a check-printing software that enables users to upload their color business logos and other design images and backgrounds in order to create a custom look that brands their checks to match other marketing materials. Use online check printing to create checks that work in tandem with all your other communication to create cohesive brand recognition and a logo that is reinforced in the mind of every person you pay.
Add custom fields for better bookkeeping
Checkeeper’s check layouts allow for the addition of custom check fields in order to provide faster payment processing and simplified expense tracking. Add a line that accommodates your specific bookkeeping needs, such as customer ID or invoice number. Your custom field can be added to only the check templates you select, and you can deactivate it for certain checks or certain times it is no longer needed. Use your custom field as an additional search term for locating payments when you are tracking expenses, reconciling accounts, resolving a dispute, or running reports. Using the layout editor to insert a custom field will give you another element to search for in order to locate payments more efficiently. Deactivated custom fields that no longer appear on checks can still be used as search terms to locate previous payments that utilized them.
Use different check layouts for different businesses
Only Checkeeper can help small business owners manage multiple business payments from a single account and login. Create one Checkeeper account, and add as many businesses as needed, while still issuing payments from the same account access and login. Simply create a free Checkeeper account, add a name and business address for each business you run, and create a series of unique and distinct check templates for each company. Each business will have access to its own layout editor to create its own unique business check with uploaded business logo and unique, customized design images and custom check fields. Each distinct business has its own:
· Monthly subscription
· Saved check templates in the Layout Editor
· Uploaded logos, images, and signatures
· Custom check fields
· User permission settings
· Mail settings
· Mailing credits balance
· Online check registry with recorded details of each check created, searchable according to any check field
Need more help? Get detailed, step-by-step directions. Also visit ‘Pro Tips’ inside your Checkeeper account to get a fast visual demonstration of this Checkeeper feature and any others that can assist your payment process in becoming more accurate and efficient.