Check/Cheque Templates

Some special merge fields and options can be used to create templates to print over pre-printed check stationery. Check template examples can be downloaded below. 

Check_Payee

The name of the payee ("Paid To" field) when creating the banking withdrawal.

pt=Check__Payee 

A participant merge field option to create a mailing address block.

Note that this requires the payee to have been linked to an associated participant when creating the check. If "Other" was chosen then his option will return a blank.

Note: the merge field option has a double underscore.

pt=Cheque__Payee

An alias for pt=Check__Payee above

TIP: You can add |show_currency_symbol=F to a merge field to display a monetary amount without a leading currency symbol (eg, '$'). If your check template has the dollar symbol pre-printed this can be useful. For example: [[Check_Amount]] = $1,234.56 &  [[Check_Amount|show_currency_symbol=F]] = 1,234.56

Check Merge Fields

To see a list of all merge fields that can be used in cheque templates. Navigate to Admin > Document Assembly > Merge Field List select the filter on the left-hand side of the screen and choose "check" as the data source. Press submit.

You will then see all merge fields that can be associated with a cheque template.

Check Template Examples

• Check Sample
• Check Sample with Mailing Address
• Check Sample  - Deluxe Checks
• Check Sample with Repeat Block (for multiple checks per page)

Related Articles:

• Firm Receipts/Deposits

• Setup Printed Checks/Cheques