How To Edit or Add Check Templates

Within Rentvine you have the capability to edit your check template to create the most personalized check possible for your company.

Below, I will show you the steps on how to get to your check templates in the global settings and how to effectively edit your checks.

First, click on the ellipsis next to your name on the bottom left corner of the screen and hit settings.

Under accounting settings, click on 'Check Templates" and you will have one there by default. Now you can either customize this specific template or create a new one and have both saved in the system.

Once you get to the template builder, you will notice a lot of different options.
In the Check Template Builder, you are able to choose,
- The Template Name
- The Check Stock Type will be where the actual check is printed on the page.
- The Offset, you will be able to choose the angles of the check if you like it to be Higher/Lower with Y offset and Left/Right with X offset.
- The Details Print Option, choosing between truncated or print all.
  - Truncated: If there are too many line items to fit on a single check, some will be cut off and the check will contain a message letting the recipient know that there are additional details missing.
    
    Print All: All line items will be printed on the check.
    
    If there are too many line items to fit on a single check, additional pages will be printed and the check portion of the page will be voided.
Now, below the "Check Template Builder," You will notice a lot of different choices you can add to your template. Once you click on a box, let's take "Check Number" for example, this will highlight which portion of the check you are working on. You will have the ability to select the font size/weight/width/alignment.
You can drag and place the location of where you would like the "Item" to be, so if you wish for the check number to be below the check pay amount, you just have to click on the check box number and drag it below.
Now we will go over the list of items on the left side and briefly explain them.
- 1. Company Name: Will be what you currently have listed as the company name.
  2. Company Address: The Address where your company is based.
  3. Bank Name: Name of the bank you are associated with, where the funds come from.
  4. Bank Address: Address of the bank your account is associated with.
  5. Check Number: Number of the check when printed.
  6. Date: Date of when a check is printed.
  7. Payee: Person receiving the check.
  8. Payee Address: Address of the person receiving the check.
  9. Amount: Sum of money being paid out.
  10. Amount Text: Sum of money that's being paid out in writing.
  11. Memo: Memo field added in the creation of the check
  12. Text: Custom line of text to place in the check.
  13. Line: Black line to place on the check for signatures.
  14. Box: Box to place on amount paid on the check.
  15. Image: Company logo to place on check under authorized signature.
  16. Signature: Allows you to add a signature when checks are created.
***Please be aware that the company name and address are pulled from the banking information, not your actual account name in Retvine.***
Below are the steps to change the account name/address for your check templates, and where to associate a check template with each bank account in the system.
1. 1. From the home screen, please head over and click on accounting and select banking
  2. Once you arrive on the details page of your bank account, you will notice the "Bank Account Information." From here, you can select which check template to use when paying out bills from that bank account. To edit the name, you will need to go to the right side and click on "Edit" under Bank Account Information. This will display a side tab with the details of the bank account, You can scroll down to see what you would like to be changed within the check.
  3. You can view a preview of the check by clicking (Preview) next to the check template selected in the bank account information