Watch this video and read below to learn how to use the template editor.Create checks with CheckeeperThis post gives you a simple step-by step introduction to using Checkeeper's template
Intro to creating your checksYou can create your checks in your Checkeeper account by using the template editor. In the template editor you are able to position the necessary elements
After you login, select “Templates,” then select the default “CityScape” template. First, make sure your business information appears correctly, then add your bank account information. The rest of the elements
Q: How do I put my routing number and bank information on my checks? A: Within your account, go to Templates and select your template. The top tab with the brackets will display “Elements.” Simply click and drag the “Bank Account” button onto your template and you will be prompted to enter the information. Q: How do I add a signature? A: Within your template, click and drag the “Signature” button onto your template. You will be prompted to add a signature that you will “write” with your mouse. Check out these blog posts for some more FAQs: Q: How do I do a bulk check upload? A: https://blog.checkeeper.com/bulk-check-upload/ Q: How do I sync QuickBooks with my account? A: https://blog.checkeeper.com/quickbooks-and-checkeeper/ Q: How do I close my account? A: https://blog.checkeeper.com/how-do-i-close-my-account/ *Have a question that you don’t see answered, here? Email us at email@example.com and we will get back to you. We may even feature your question (anonymously) on our FAQ page to help out future Checkeepers!
Looking for a more simple description? Check out the Bulk Check Upload post. Populate Template Custom Fields You've done all you can with the typical CSV upload now, right? Great.
There's a lot of different Template Elements you can use to customize your check template to your exact needs. I've listed them below with what they're used for. Payee The Payee element matches what you entered in the Payee field while creating a check. Amount This is the numeric amount field. (157.28) Written Amount This is the engilsh amount field. (One Hundred Fifty-Seven and 28/100). It's formatted with cents shows as one-hundredths of a dollar. At this time, you cannot change this format to be in dollars and cents (like what is typically used in Australia) Address One Line Displays only the Address Line 1 value from the create check form. Typically you'll want to use the other Address Multi-Line field. Address Multi-line Displays the whole address. This includes address line 1, line 2, City, State/Province, Zip/Postal Code. Date This is your check date, the one you entered when you created the check. Memo The memo from your create check form. Make sure that if you plan to use long memos that you allow enough space by placing your memo field toward the left of your check template. Memo field does not wrap to multiple lines. Static Text Static text is text that doesn't ever change. It's the same every time you print a check. Putting things like "PAY" and "TO THE ORDER OF" and "DD/MM/YYY" under the date is a great use of this type of field. Or even to put "MEMO" before the memo line or the name of your Custom Field before its value. Double click in the element to edit the text. Static text fields can be made larger to incorporate multi-line text, such as your company's address or your bank's address. After you've double clicked to edit the text, click and drag from the bottom-right corner to make this larger. Invoice Table The invoice table will display the list of invoices you've selected to pay. This field is specifically for our Xero and FreeAgent Account addons. (we may add more in the future.) If you don't use either of these addons, this element is useless. Bank Account Also known as the MICR line, this element will display your bank routing and account number. If you have a check at the top template, a yellow "Safe Zone" will appear when dragging this element to your template. Dropping it in that area will help the check scanners read your check when it's being deposited. Because some users have pre-printed check stock, this element may have to be manually added to or removed from your template. After you have this element added, you will need to click the Settings button at the top right of your template to add your account and routing numbers. If your account is based in the US at a US-bank, we will validate your routing number for you and show you your banks address when you click