Check/Cheque Templates

Some special merge fields and options can be used to create templates to print over pre-printed check stationery. Check template examples can be downloaded below. 

 

Check_Payee

The name of the payee ("Paid To" field) when creating the banking withdrawal. 

The merge field has a single underscore "_"

pt=Check__Payee 

A participant merge field option to create a mailing address block.

Note that this requires the payee to have been linked to an associated participant when creating the check. If "Other" was chosen then his option will return a blank.

Note: the merge field option has a double underscore.

The merge field option has a double underscore "__"

pt=Cheque__Payee

An alias for pt=Check__Payee above

TIP: You can add |show_currency_symbol=F  to a merge field to display a monetary amount without a leading currency symbol (eg, '$'). If your check template has the dollar symbol pre-printed this can be useful.

For example: [[Check_Amount]]  = $1,234.56

[[Check_Amount|show_currency_symbol=F]]  = 1,234.56  

Check Merge Fields

To see a list of all merge fields that can be used in cheque templates. Navigate to Admin > Document Assembly > Merge Field List select the filter on the left-hand side of the screen and choose "check" as the data source. Press submit. 

You will then see all merge fields that can be associated with a cheque template. 

Check Template Examples