On the Bank Account screen, Payment Setup tab, there are a number of fields where you can make adjustments to check formatting. For most clients, the default values are appropriate. If you need to make adjustments, make them in small increments and print a test check to view the results.
For this article, we divide the Payment Setup tab into three sections:
The top section, containing bank account and payer information.
The middle section, with general fields for check formatting.
The ower section, where you can modify the formatting line by line.
Top section: Bank Account and Payer Information
Enter the detailed information about the bank and the payer that should appear on each check.
Middle section: General Fields for Check Formatting
These settings determine the distance in inches from the top of the sheet for the check, the stub, and the file copy. The Printer’s Top Margin is the unprinted area at the top of the check. The Stub Top Margin is the distance from the perforation between the check and the stub to the first line of text on the stub. If you need to make adjustments, make them in small increments and print a test check to view the results.
The Date Format and Date Separator fields allow you to change the format of the date.
Amount Format gives different options for the amount field.
Lower Section: Line-by-Line Check Formatting
Note: The screenshot does not show all the rows or columns.
The column headers are explained below.
Line | The number of the field on the check, giving you an easy way to identify the field. |
Label | A description of the field on the check. |
Text | This column is used to enter background text for the lines shown below:
 Line 24 is the signature line. The line is made with the underscore key. |
Left Edge | Distance from left edge of stock (but does not include the margin amount). For example, if you enter .5 and the margin is .5, the actual distance from the left edge will be 1.0. |
Top | Distance from top of stock (but does not include the margin amount). If you want to adjust all the items on the check (to move them up or down together), change the margin amount. |
Font | Text font. We recommend the defaults already on the screen -- Arial for some items, Courier New for other items. |
Size | Type size in points. |
Bold, Italic, Underline | Text attributes. |
Amount From, Amount To | Used if you are printing signatures on checks. |
Using Pre-printed Check Stock
We recommend blank check stock, but if you must use pre-printed stock, we have a few recommendations:
You must complete all the fields at the top of the screen, even if you will not print them on the check.
For fields that you do not want printed on the check, we recommend entering 20.00 in the Top column. This will move the fields completely off the check.
For fields that you want to print but need to move, change the measurements in the Left Edge column and the Top Column.
Not all the fields are removable. In the lines for the amount, you cannot remove the $ sign or the word Dollars.
If you have questions, start a Chat with Support.