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Working with Check/Cheque Templates

You can create a document template that will print over the pre-printed check stationery you receive from your bank. Check templates allow merge fields to be placed precisely in Microsoft Word documents to line up with check stock for printing once generated.

When a printed check is used as a payment method from a bank account associated with a check series, a check is added to a batch that can be generated, downloaded, and printed. The output format/style is determined by the check template.

This article covers the specific merge fields you can use in a check template. It also includes some sample check templates you can download and customize for your own use. 

To learn more about creating templates and using merge fields, see the following articles:

 

Reviewing Available Merge Fields 

You can view a list of all merge fields that can be used in check templates. You can use these fields to create and upload your own template, or you can use this to customize one of the sample templates provided by Actionstep (included at the end of this article). 

Note: See Setting Up Printed Checks / Cheques (Admin) for information on uploading your check templates for use.

 

To view merge fields for check templates: 

  1. In Actionstep Practice Management, go to Admin > Document Assembly. The Document Assembly page appears.
  2. Click Manage next to Merge field list. The Merge Field List page appears.
  3. Click the Filter button. The List Filters pop-up window appears.
  4. Click the Data Source drop-down list and choose Check. Then click Submit. The list is updated to show only those check-related merge fields and the information in the Merge Field Description column specifies the purpose of each field. 

When using the Check_Payee field, note the following:

  • Check_Payee: This is the name of the payee ("Paid To" field) when creating the banking withdrawal. Note, the merge field uses a single underscore between the two words.
  • pt=Check__Payee: This is a participant merge field option used to create a mailing address block. It requires the payee to be linked to an associated participant when creating the check. If Other was chosen, this option will return a blank. Note, the merge field uses a double underscore between Check and Payee.
  • pt=Cheque__Payee: This may be listed as an alias for Check_Payee. It also uses a double underscore between Cheque and Payee.

Note: If your check template has the dollar symbol pre-printed on it, you can add |show_currency_symbol=F to a merge field to display a monetary amount without a leading currency symbol, like $.

For example:
[[Check_Amount]] = $1,234.56
[[Check_Amount|show_currency_symbol=F]] = 1,234.56

 

Sample Check Templates

Click the links at the end of this article to download and customize sample check templates that have already been created.

 

Additional Resources:

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