Checkeeper

Template Elements to Simplify Your Life

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 out of the routing number input field.

Signature

Checkeeper allows you to use a digital signature that will be printed on every check, letting your hand not get scared and cramp up when you're doing a print run of 10+ checks! After adding this element to your template, you will have to create your signature by clicking on the red Create Signature button and signing your name.

If you're having trouble getting your signature just right with a mouse, try using a tablet or mobile phone and your finger.

Check Number

This is the number of your check, as entered in the create check form.

Background

Checkeeper provides you with a background element that will show a border and a few pre-printed Static Text elements like "Pay", "To the order of", and "$". This is the only background that checkeeper will print. It's great for those wanting to print a check on blank white copy paper.

Custom Fields

Need something on your check that's unique to every check you create? We can handle that. There's a maximum of 5 custom fields you can create.

Click the "Add Another Field" button to create a custom field.

These custom fields will show up on the create check form after they've been created here on the template edit screen. Some good uses for these are to put in paid invoice numbers, due dates, and even an address line 3.


Jeff Meagher
TAGGED IN template