Whether you are a new Checkeeper user still exploring features, or you are an experienced user who wants to try out more sophisticated printing and mailing features, Checkeeper Pro Tips makes the process simple and direct. After logging into your Checkeeper account, select ‘Help’ from along the left margin to pull up ‘Pro Tips,’ an extensive menu of check-printing and mailing options only Checkeeper offers; select a topic to view a quick video walkthrough of the feature in question.
The Pro Tips page takes you through issues so that you can get the most out of online check printing and mailing. Topics helpful to beginners may include: create a check, add a payee, edit amounts, and other tasks related to constructing or revising your check layout. For assistance with more expert issues, the Pro Tips page offers brief video clips that illustrate ways to access the more advanced features. Some helpful Pro Tips topics for business owners and bookkeepers include:
Add check attachment
After clicking ‘Create New Check,’ browse files from your computer and add your attachment directly.
Mail attachment with check
Use the ‘Settings’ option along the side panel to access the ‘Mail attachment’ option.
Add invoice table
Inside your check to be created or edited, adjust the invoice table option at the bottom to create as many columns as needed for the table, and then input the desired fields.
Change element alignment
Select the element to move, and then use the ‘Alignment’ drop-down menu to re-situate the element.
Void a check
Highlight a check from the registry, and then use the upper right menu to find the ‘Void’ option. Confirm the selection, and the voided check will be marked as such.
Add new user
Select ‘Users’ from within your profile, and click on ‘Add New User.’ Enter the contact information for a new user, and highlight which features this new user is authorized to access; an invitation email will be automatically sent to the email listed.
Move and resize elements
Move elements around your template with your mouse. To resize the elements, use the red guidelines around each element box to make the size of the selected element suitable to your check layout and desired appearance.
Add a background image
Within the layout of the desired check, select ‘Settings’ and click ‘Show Background Image.’ Click ‘Add Image’ and select the file containing the desired image.
Require check approval
Click on ‘Settings,’ to view options regarding attachments, registry dating, and approval authorizations. Select ‘Checks Require Approval’ to give your created checks a ‘Pendent’ status that will remain until your approval is granted.
Purchase mail credits
Along the main left margin, select ‘Mail Settings’ to locate the ‘Purchase Credits’ option. Credits for mailing can be purchased in amounts of 10, 20, 50, 100, or 500. Prices for credits are listed below the input box; each credit is equal to one check to be printed and mailed via USPS First-Class mail.
While some financial software requires training for executing complex tasks, Checkeeper is designed to be as intuitive and user-friendly as possible. And while online customer support is readily available, many users find answers to all their questions right from within the Checkeeper dashboard. When you need a little extra help or are uncertain about how to access a specific feature, consult Pro Tips first. If you still have questions, Checkeeper’s online videos can grant more in-depth demonstrations of vital features, such as running payroll, ordering checks to be mailed, or linking Checkeeper with other financial software applications your business uses. Checkeeper Pro Tips should be your first step in learning about Checkeeper’s many sophisticated features, and the brief videos can be watched as many times as needed so that every Checkeeper user becomes a check-printing and mailing expert.