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Printing Checks	Check Printing Setup
Create a Check Signature

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Prerequisites

• Properly setup Bank Accounts in Restaurant365
• Set Restaurant365 User Security Roles
• Purchase Blank Check Stock
• If required, purchase MICR toner and a dedicated MICR Printer
  • Note: depending on your banking institution, the use of MICR (or magnetic) ink may be required. Contact your Bank to determine if you must use MICR toner when printing checks. We recommend the use of a dedicated printer if MICR ink is required

Refer to the Check Printing Setup documentation page for detailed prerequisite instructions, including information on proper blank check stock and User Security Roles.

Printing Checks

Checks can be generated in Restaurant365 using any of the following methods:

• Pay Bill action on an Approved AP Invoice
• Print Check action on an Approved Manual Payment
• Payments Created prompt on the Check Run
• Printing from lists using the Edit Selected menu
• The Check report on the Banking tab of My Reports
• Print Check action on a Bank Expense

Step 1: Load Printer with Blank Check Stock

Insert the Blank Check Stock in to your printer so that the front and top of the check align with corresponding print-direction indicated on the printer

Step 2: Generate the Check PDF, and open the PDF in Browser

Upon generating the Check PDF, a print confirmation prompt will immediately load in Restaurant365.

This confirmation prompt is essential to the Check Printing process as each generated check has a 'Print Status' that must be updated. We will return to the confirmation prompt after printing the check

Click on the 'Check.pdf' in the download bar to open the PDF in a new tab

Step 3: Click the 'Print' icon to open the Print prompt

Verify the Destination printer. Click the 'Change' button to select a different printer if necessary

Ensure that 'Fit to Page' is unchecked. When checked, this will alter the dimensions of the print job and may result in mal-aligned checks

Step 4: Print and Verify

Click the blue 'Print' button to send the print job to the printer. Review the printed check and return to the 'Print Confirmation' prompt in Restaurant365

Update the 'Print Status' by clicking one of the confirmation options

• Printed Correctly - this response will set the Print Status to 'Printed'. The Print Confirmation prompt will close and the Check Printing Process will be complete
• Reprint Now - this response will regenerate the Check PDF. No updates will be made to the Print Status. The Print Confirmation prompt will remain open. Return to Step 2 and reprint the check
• Reprint Later - this response will set the Print Status to 'Can Print' and close the Print Confirmation prompt. When you are ready to reprint the checks, they will be accessible in the 'AP Checks to Print' view on the AP Transactions list
• Delete Checks - this response will delete the AP Payment that was just created and close the Print Confirmation prompt

Printing Checks from Lists

Approved AP Payments can be printed from the 'All Transactions' and 'AP Transactions' lists. The 'AP Checks to Print' view is an optional view on the AP Transactions list. This view is preferred as the 'Print Status' column is included by default and set to filter only checks with the 'Can Print' status.

Select each AP Payment that will be printed, then hover over the 'Edit Selected' menu in the table ribbon. Next hover over the 'Print' submenu and select 'Print Checks'. This action will generate a Check PDF that can then be printed to Blank Check Stock using the steps outlined previously.

Printing Checks from My Reports

AP Payments that were created on a Check Run, but not printed, meaning 'Reprint Later' was selected, can be printed on the 'Check' Report located on the Banking tab in My Reports. Only Users with the proper report security will be able to access the Banking tab.

Checks can be generated on the Check report by first selecting the Bank Account. All the Checks Runs associated with the selected Bank Account will then populate the Check Run selector. Select the Check Run, choose to print with or without a signature, then click 'Run' to generate the Check PDF. Follow the steps as outlined previously to complete the Check Printing Process.