Before you can use Breeze to print cheques, you need to set up the bank account for cheque printing. You will also need to purchase blank cheque stock and load it in your printer. Breeze was designed to work with blank cheque stock, not preprinted stock.
After you have set up the bank account, you can print checks at Accounting > Accounts Payable > Make Payments.
To set up cheque printing
1. Go to Accounting > Banking > Bank Accounts.
2. Select the account you want to set up for printing.
3. Click the Payment Setup tab.
4. Complete the Payment Setup tab.
Enter the Bank Name and Bank Address as they should appear on the cheque.
In the Payer Name and Payer Address fields, enter your name and address (or your company's).
In the Check Printing Setup section, enter identifying information for the bank and the bank account.
ABA Number: US only. For Canada, leave this field blank.
Account Number: Enter your account number.
Routing Number: in Canada, the routing number is 8 digits (5 digits + 3 digits, separated by a hyphen).
The following graphic shows where the different numbers appear on the cheque.
The cheque number comes from the Next Numbers tab.
5. Select a Style. Printed cheques include a cheque-stub section for your files. If you use 8.5 × 11 stock, that section can be a copy of the cheque or a copy of the stub. If you use 8.5 × 14 stock, Breeze prints a copy of both the cheque and the stub.
6. The remaining fields in this section (Printer's Top Margin to Stub Top Margin) can be used to position the check, stub, and file copy on the blank check stock.
For most clients, the default values (shown above) are appropriate. If you need to make adjustments, make them in small increments and then print a test check to view the results.
The same holds true for the fields in the Check Format section. For most clients, the defaults are appropriate.
7. Click the Test Check button. A sample check will appear in a popup window. You can print the check from there.
Enabling Popups
By default, most browsers block popups. In order to print cheques from Breeze, you must enable them.
If you try to print a cheque (or a test cheque) and popups are being blocked, an error icon will appear in the upper right hand corner of the browser window. The following example shows the icon in Chrome.
When you click the icon, a dialog box appears.
You can open the popup (by clicking the link), or you can choose to allow all popups from the current website. If you are going to print cheques from Breeze, we recommend that you allow popups from the Breeze website.