Cheque Templates forms the heart of Quick Cheque allowing you to customize how your cheques will be printed. By defining cheque templates, you actually set the printing location of various fields, such as Name, Date, Amount in Words etc and hence it is a crucial task in configuring Quick Cheque. The Cheque templates screens are different for different editions of the software and hence it is important that you read the instruction carefully for your edition.
Lite Edition
Steps to be followed to Add a Cheque Template
- Open the Quick Cheque Application.
- Click the Cheque Template button on Transaction Menu. A list of existing cheque templates will open up.
- You can click Add button to create a new Cheque Template or double click any of the listed templates so as to edit them.
- In either case, a pop up window opens asking for the inputs for adding the Cheque Template in Quick Cheque. Kindly note that the mandatory fields are having a Yellow Background and must be entered in order to save the Cheque Template.
- Template Name ► Provide a unique name for each template so as to easily identify and select the template while creating cheque books. A good practice is to use the Bank name along with the cheque size as the template name.
- Amount in Words Prefix and Suffix ► This is a static text which appears at the beginning and end of the Amount in Words field each time a cheque is printed using this cheque template. In case you want the amount in words to be appearing as * Ten Thousand Only ***. then you need to put * in the prefix and Only *** in the suffix fields.
- Amount in Numbers Prefix and Suffix ► Same logic as stated above applies to the Amount in Numbers field.
- Cheque Image Select & Reset ► You can scan and upload a cheque image using the select button. Although having the cheque image assists you in placing the fields correctly, it is not a must to create cheque templates. The reset button can be used for resetting the cheque image for the selected template.
- Select Font ► Quick Cheque allows you to select various font styles and colors when printing cheques. You can setup the same using the Select Font button at the Cheque Template and all cheques printed will follow the setting by default. This can however be overridden at the time of printing cheques.
- Cheque Size ► Cheque Size is the total Height & Width of the Cheque measured by a scale and is required to guide the printer for knowing the start and end positions of the cheque. You need to specify the Height (H) and Width (W) for each cheque template in these fields
- Units ► All measurements can be entered either in cm or inches and the entry mode can be selected using the Units dropdown.
- Template Settings ► This is where we have to define the exact spot, i.e. the X and the Y axis values for each of the fields to be printed on the cheque. You can either key in these values or drag and drop the fields on the designer to adjust the location. Do not forget to read the “How to measure cheques” link on the screen.
- Currency ► You can select the default currency which this template will follow. This, however can be changed on a cheque by cheque basis while creating the cheques.
- Language ► You can select either of the three supported languages English, Arabic or French as the language for this template. This selection decides on what language is used by default for printing cheques using this template. This, however can be changed on a cheque by cheque basis while creating the cheques.
- Word Length ► Enter the character length that can be accommodated on the first line of the amount in words field. The amount in words will be wrapped up into the second line after this character length is reached on the first line. The default value for this is 60 which can be adjusted based on the space available.
- Once all entries are made, click the Save button to save the Cheque Template and proceed to the next step.
Premium & Enterprise Edition
Steps to be followed to Add a Cheque Template
- Login to Quick Cheque with the user having the privileges to add Cheque Templates.
- Navigate to Masters menu and click the Cheque Template button. A list of existing cheque templates will open up.
- You can click Add button to create a new Cheque Template or double click any of the listed templates so as to edit them.
- In either case, a pop up window opens asking for the inputs for adding the Cheque Template in Quick Cheque. Kindly note that the mandatory fields are having a Yellow Background and must be entered in order to save the Cheque Template.
- Template Name ► Provide a unique name for each template so as to easily identify and select the template while creating cheque books. A good practice is to use the Bank name along with the cheque size as the template name.
- Bank Name ► Select the Bank for which this template is applicable using the Bank drop down list. The Bank record should be created beforehand. Kindly view the related post “How to Create a Bank” at the bottom of this page for more information on creating Banks in Quick Cheque.
- Amount in Words Prefix and Suffix ► This is a static text which appears at the beginning and end of the Amount in Words field each time a cheque is printed using this cheque template. In case you want the amount in words to be appearing as * Ten Thousand Only ***. then you need to put * in the prefix and Only *** in the suffix fields.
- Amount in Numbers Prefix and Suffix ► Same logic as stated above applies to the Amount in Numbers field.
- Cheque Image Select & Reset ► You can scan and upload a cheque image using the select button. Although having the cheque image assists you in placing the fields correctly, it is not a must to create cheque templates. The reset button can be used for resetting the cheque image for the selected template.
- Select Font ► Quick Cheque allows you to select various font styles and colors when printing cheques. You can setup the same using the Select Font button at the Cheque Template and all cheques printed will follow the setting by default. This can however be overridden at the time of printing cheques.
- Cheque Size ► Cheque Size is the total Height & Width of the Cheque measured by a scale and is required to guide the printer for knowing the start and end positions of the cheque. You need to specify the Height (H) and Width (W) for each cheque template in these fields
- Units ► All measurements can be entered either in cm or inches and the entry mode can be selected using the Units dropdown.
- Template Settings ► This is where we have to define the exact spot, i.e. the X and the Y axis values for each of the fields to be printed on the cheque. You can either key in these values or drag and drop the fields on the designer to adjust the location. Do not forget to read the “How to measure cheques” link on the screen.
- Currency ► You can select the default currency which this template will follow. This, however can be changed on a cheque by cheque basis while creating the cheques.
- Language ► You can select either of the three supported languages English, Arabic or French as the language for this template. This selection decides on what language is used by default for printing cheques using this template. This, however can be changed on a cheque by cheque basis while creating the cheques.
- Word Length ► Enter the character length that can be accommodated on the first line of the amount in words field. The amount in words will be wrapped up into the second line after this character length is reached on the first line. The default value for this is 60 which can be adjusted based on the space available.
- Once all entries are made, click the Save button to save the Cheque Template and proceed to the next step.
Using The Grid
A Grid is something which you will see on almost all screens of Quick Cheque. This primarily provides a listing of all data or records existing in Quick Cheque corresponding to a screen. The Cheque template can be edited by using the edit button on the Grid or by double clicking on the template you wish to edit. The grid displays the Template name and Bank Name. The grid also comes with a feature of filtering which makes you easier to find the template you added.
Test Print
Quick Cheque allows you to make a test print for the Cheque Template you added. Double click on the template or click edit button on the grid ,a screen opens in which you can find a button Test Print. Click on it. You can view your template as a print.
Related Posts
- How to Create a Cheque Template
- How to Create a Bank Account
- How to Create a Cheque Book
- How to Create a Party
This post applies to Premium & Enterprise Editions of Quick Cheque Release 4 & Release 5
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