1. What is the Checkbooks Module?
The Checkbooks module allows you to create and print checkbooks (check formats to be filled out by hand). There are two types of checkbooks:
Personal: 4 checks per sheet.
Commercial: 3 checks per sheet.
You can also choose how the checks will be printed:
Consecutive: checks are printed in numerical order (e.g., 1,2,3,4 on the first sheet).
Staggered: checks are printed alternately (e.g., 1,3,5,7 on the first sheet, 2,4,6,8 on the second, etc.).
2. What is it for?
With this module, you can:
Create new checkbooks linked to your bank accounts.
Select the printing format (personal or commercial).
Define the number of pages and the printing order of the checks.
Send the checkbook to the selected printer.
Review the history and printing status of each check.
3. How to use it
Step 1: Create a new checkbook
Click the “Create New Checkbook” button.
Select the bank account you want to use.
The fields Bank Name, Payor Name, and Currency will be filled in automatically.
In the Document Template field, select the template you want to use for the checkbook.
Configuring templates in Design Studio
If you don’t have a template yet, click the pencil icon next to the Document Template field.
This will open the Design Studio module, where you can:
Select the Checkbook Type (Personal or Commercial).
Define the Document Name.
Choose the Check Numbering Style (Consecutive or Staggered).
Once these fields are set, you can customize the layout, review a preview, and save the template.
After saving, the template will appear in the Document Template field in Checkbooks.
Note: If you don’t have a checkbook template, you won’t be able to print checkbooks. This field is required.
Step 2: Configure printing details
The Starting Check Number is assigned automatically:
If it’s the first checkbook for the selected account, it starts at 1.
If there are previous checkbooks, it starts at the last printed check + 1.
You can change the number, but a warning will appear if the number has already been used.
Enter the number of pages to print:
Personal checkbook = 4 checks per page.
Commercial checkbook = 3 checks per page.
Select the printer and click “Print Checkbooks”.
Step 3: Check the printing status
In the checkbooks table, you will see:
Pending: checks sent to the printer.
Printed: checks successfully printed.
If an error occurs:
The status will remain Pending.
The Output Status will appear in red.
By clicking on the status, you can view the reason for the failure.
To fix it:
Create a new checkbook.
Use the same Starting Check Number as in the failed attempt.
Make sure the printer is ready, then try printing again.
Note: At this time, there is no direct reprint option, but this feature will be added in the coming months.
4. Recommendations
Always check that the printer is ready and has enough paper before printing.
Make sure you select the right type of checkbook (personal or commercial).
Double-check the Starting Check Number before printing.
If an error occurs, review the Output Status, fix the issue, and create the checkbook again.