Cheque Print Template
Cheque Print Template lets you create and change templates for printing bank checks right from ERPNext.
Payments are often made to different people in business, like suppliers, employees, and service providers. You can pay these bills in different ways, such as with cash, NEFT (online transfers), or regular checks. If you want to pay by check, ERPNext lets you make a Print Format that matches the layout of your bank's checks using the Payment Entry as the source data.
To get to the Cheque Print Template, go to:
You can use this feature to make a Print Format that matches the way your bank's checks are set up. This lets you print the details of a cheque, like the payee's name, the amount, and the date, right on the cheque itself.
1. How to Make a Template for Printing Checks
Go to the list of Cheque Print Templates and click on New.
Set the places for each item that will be on the cheque, such as the Payee, Date, and Amount.
Keep the template.
You need to set exact coordinates (in centimetres) in each Cheque Print Template to show where each value should be printed on the cheque. For instance, you can tell the program where to put the payee's name, the amount in words, or the date. This makes sure that the alignment is correct with the physical check layout. You can use a picture or a sample check as a guide to make sure you put it in the right place.
1.1 Scanning for a New Format
You can upload a scanned image of your bank's cheque to ERPNext to speed up the formatting process.
The system scans the image and automatically sets coordinates for fields like:
Name of the payee
Amount (both numbers and words)
Date
This cuts down on the time and work needed to format.
1.2 Manually New Print Format
If you want to control it by hand:
Click Create Print Format when the preview looks right.
The template's coordinates will tell ERPNext to automatically create an HTML-based print format.
You can use HTML and CSS to make the format even more unique to fit your design or bank's needs.
This method gives businesses with unusual cheque layouts or design preferences more options.
1.3. Preview
ERPNext will make a preview based on the coordinates you've set for each field. You can see exactly how the final printed cheque will look in this preview. You can make any changes you need to before printing. To make sure the fields are in the right place, a sample check layout is shown.
1.4. Making Checks
After making the Print Format:
It shows up in the Payment Entry form.
Once you've made a payment entry, you can use the assigned Print Format to print the cheque right away with the transaction details. This integration makes sure that the process of printing checks is correct, quick, and follows the bank's format. This cuts down on mistakes made by hand and saves time for the people in charge.