Tips for Processing High-Volume Check Orders More Efficiently

A high-volume check order can take an enormous amount of time to process, even if it only involves a few hundred checks. The process also requires a lot of supplies, many of which small offices don’t have stored or readily available. Checkeeper has printed and mailed thousands of checks in custom check orders for businesses of all kinds. Small businesses, healthcare offices, law firms, and other companies have occasional and ongoing need to send out many, many checks in a short time frame, requiring both accuracy as well as expediency.

Need to get a large batch of checks out quickly? Some tips from Checkeeper to help make the process smoother:

Get the customer data into a single file

An important step in processing hundreds or thousands of reimbursement, refund, or rebate checks is to get the customer data all in one place. A spreadsheet or CSV file containing payee names, amounts, dates, and addresses is essential for getting accurate and prompt payments to customers before they become frustrated. Checkeeper offers some tips for organizing payment data into a file if one is not readily accessible or some customer data is missing.

Search through transactions to find customer data

You may be able to locate some pertinent customer data by searching previous transactions that fit within a designated time frame or are sorted according to payment amount. Searching transactions according to unique, identifying features specific to the refund in question may help locate some of the missing information needed to issue the payment.

Create a refund request form to obtain contact information

If your file containing customer names and addresses is incomplete, you may be able to capture some of the data through a rebate or refund request form placed on the website that allows customers to fill in some of the missing data and/or show evidence of their qualification for the refund.

Upload your file

Instead of inputting each customer name, date, amount, and payment detail into each check, upload a CSV file with the payment information directly into Checkeeper, and have payment checks automatically generated with all payment fields filled in for you. Checkeeper offers simple instructions for getting your file uploaded, and a call or email directly to Checkeeper can get you started, along with providing a custom quote and turnaround time for a high-volume order.

Use automatic recording

Creating, printing, and mailing the checks for a high-volume check order already absorbs a lot of time. Documenting and accurately recording each and every check detail takes additional time but is a task that should not be neglected or rushed through. Checkeeper offers automatic data recording of details of each check created so that users can later review, verify, reconcile with bank statements, and share with an accountant when the time comes. Automatic recording in an online check registry streamlines the documentation process and greatly reduces opportunities for error or omission. It also creates a quick reference if there is a dispute or question later that requires tracing the payment history.

Outsource high-volume check printing and mailing to Checkeeper in order to obtain:

· Custom quote for a high-volume check order

· Fast turnaround time

· Professionalism and security

· Easy importing of payment file

· Automatic recording of all payment data

· Attachments included to accompany check mailings

· All the check printing and mailing supplies provided

· Checks automatically printed in the MICR ink that bank computers recognize for more efficient processing

· HIPAA compliance to safeguard personal and sensitive information

· An affordable alternative to in-house payment processing

Checkeeper takes over all the work and provides all the supplies for high-volume check mailing

When you have a lot of checks to issue at once, don’t drain your time and purchase hundreds of supplies when Checkeeper can do all the work for you. Checkeeper prints thousands of checks daily and can take over your one-time order for rebates, refunds, reimbursements, legal settlements, and any other mass payment type. Checkeeper is the go-to service for busy offices with a one-time, high-volume order of check payments needed for prompt issuing.