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Change Printed Information on Blank Checks

  • Updated

If you are printing checks through the Infinity program, you have several options to fill out blank checks easily.

Verify Using Blank Checks

Update the Dealer Logo on Checks

Update Bank Logo on Checks

Add Signature Image on Checks

IMPORTANT: These customizations are available for BLANK check stock only.

Verify Using Blank Checks

  1. Open the Company Information module. 
  2. Choose the Accounting option from the menu on the left. 
  3. Verify that the Blank Stock Checks box is checked.

acct_blank_checks.png

Update the Dealer Logo

  1. Open the CRM module.
  2. Search for the bank and open the entity record.

AP_Check_Info_button.png

  1. Choose the AP Info tab.
  2. Click the Checking Account Info button. This will open a new window.

Note: The Checking Account Info button will only show if the Is Bank box has been checked on the entity's AP Info tab.

 

AP_CheckInfo_Dealerlogo.png

  1. Select the ellipsis button in the Dealer Logo field to open a Windows navigation window.
  2. Locate the logo you wish to use and double-click to add the logo path to the bank account information window.
  3. Select the Save button in the lower right of the window. This will close the bank account info window and return you to the CRM screen.

Update Bank Logo

  1. Open the CRM module.
  2. Search for the bank and open the entity record.
  3. Choose the AP Info tab.
  4. Click the Checking Account Info button. This will open a new window.

AP_CheckInfo_Banklogo_check.png

  1. Select the ellipsis button in the Check - Bank Logo field to open a Windows navigation window.
  2. Locate the logo you wish to use and double-click to add the logo path to the bank account information window.
  3. Select the Save button in the lower right of the window. This will close the bank account info window and return you to the CRM screen.

Add Signature Image

  1. Open the CRM module.
  2. Search for the bank and open the entity record.
  3. Choose the AP Info tab.
  4. Click the Checking Account Info button. This will open a new window.

AP_CheckInfo_Signature.png

  1. Select the ellipsis button in the Signature Image field to open a Windows navigation window.
  2. Locate the logo you wish to use and double-click to add the logo path to the bank account information window.
  3. Optionally, you can complete the information in the Signature Line Information field. This will show below the signature on checks.
  4. Select the Save button in the lower right of the window. This will close the bank account info window and return you to the CRM screen.

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