Docyt Self-Print Check

User have the flexibility to print checks on blank check stock, whether you prefer checks with or without signature options. This allows for customization based on your needs, ensuring that you can manage payments efficiently and securely.

Table of Contents

• How to create a self-print check

• Formatting Guidelines for Check Layout

• How to view the check register
• How to download and print checks in bulk

Create a Self-Print Check

1.  Login to your Docyt account.

2. Locate and click on the "Expense Management" drop-down menu.

3. From the drop-down menu, select "Accounts Payable".

4. In the Accounts Payable section, you will find various options. Click on "Invoice Queue".

   1. Your invoice must be in the "ready to pay" status in order to create a self-print check in Docyt. If your invoice is not in the "Ready to Pay" status, please verify or approve the invoice before proceeding.
      
      
      

5. Now, click on the drop-down menu of the invoice you wish to pay.
   Select "Pay by Docyt Check."
   

6. Select the three dots on the right upper corner of the invoice and choose “Self-Print Check”
   

7. Confirm the payee, amount and address in the detail section of the invoice. Now, click on the blue generate check button.
   

8. A secret code will be sent to your email address. Please don't close the window.
   

9. Check your email for the code.
   

10. Enter the code into the security code field and click on the blue "generate payment" button.
    

11. Your check will automatically download. Check your download folder for the .pdf file. Make sure you have blank check stock in your printer. Open the file and select print.

12. Docyt provides users with customisation options for self-print checks. By default, these checks will include a digital signature. If users prefer to generate self-print checks without a signature, they can easily reach out to their Docyt Account Managers or contact Docyt Support for assistance.
    
    

Formatting Guidelines for Check Layout:

Proper formatting is crucial when creating a check to ensure that all key elements are accurately placed for optimal readability. Below are the guidelines for each section of the check.

Sender Address

The bottom of the sender address should be positioned 1 inch from the top of the page.

Payee Address

The bottom of the payee address should be placed 2.5625 inches from the top of the page.

Memo & Signature

The Memo and Signature lines should be aligned at 2.9375 inches from the top of the page.

Payee and Amounts

The Payee and Amount lines must be positioned 1.5625 inches from the top of the page.

Written Dollar Amount

The written dollar amount for the check should be set at 1.875 inches from the top of the page.

Check Numbers

The check numbers must always be positioned no lower than 3.5 inches from the top of the page.

Additional Check Specifications:

In the routing / bank account number/ check number section, please see the following rules with the MICR font and format

1. The font must be set to point size 12.

2. The sequence of chars and symbols should be the following:

   

3. Once installed, the below four characters can be typed up using: Function Key + Letters A/B/C/D

4. in the example above, it would be the following:

   A123456789A 000123456789C 1001

   
   
   

How to view check register:

Download & Print Checks In Bulk

1. Access the Check Register screen in the Accounts Payable module.
2. Filter the transactions by selecting "Self-Print Checks"
3. Choose the checks you want to download.
4. Click on the "Bulk Actions" drop-down menu and select "Download Printable Checks".
5. The selected checks will be downloaded as a single PDF file.
6. To locate the downloadable PDF file, navigate to the gear icon and select "Data Export".