Set up cheque printing

Learn how to enable and use the Cheque Printing feature to generate print previews of Trust and Office Payment cheques.

Table of Contents

• Enable Cheque printing
• How to Print Cheques

Enable Cheque printing

1.    Select the gear icon from the bottom-left corner of the triConvey Companion Site Web App.

2.    Select Firm Settings.

3.    Select Accounts from the left menu.

4.    Select the Trust & Office Payment Cheque tab.

5.    Tick Activate Trust Cheque Printing and/or Activate Office Payment Cheque Printing.

6.    Under the Printing Method dropdown menu, choose when you wish to print the cheque when creating a trust or office payment:

• Print Now - a prompt to print the cheque will appear upon making a payment to an invoice from trust.
• Print Later - you can print the cheque from the Cheques list in the Accounts section.
• Print Manually - you will be manually writing your own cheques.

How to Print Cheques

1.    Select Accounts from the left menu.

2.    Below the Cheques heading select from either Trust Cheques or Office Payments.

3.    Select Print Cheques. 

4.    Choose the cheques to print and confirm the cheque date and numbering.

5.    Select Process.

6.    You will then be prompted to open a Print Preview of the cheque printout. 

7.    Select the Print icon on the preview to send the cheque to your printer.

8.    When the print dialogue box opens, select More Settings and ensure that the paper size is A4 and the scale is set to Custom (100). 

9.    Select Print.