Creating Custom Voucher Template

Overview

This tutorial will walk you through the steps to create a custom voucher template in TrustBooks.  

Steps

1. Start on the Dashboard Page.

2. Under the Payments section, select Print Checks.

3.  The  Print Checks page will be displayed. This page will allow you to customize up to 3 Voucher Templates for your specific checks. This feature allows you to have multiple templates for different check stock type, printer settings, etc. 

Select the template you want to customize, select Create New Template for a new one. For an existing Voucher Check Template select Edit Check Template

Note: The 3rd Custom Voucher Template will appear in the drop down list after you have created or edited the Second Voucher Template.

4. This will open up the Template Editing Window. 

Note: Here you have the ability to move the different fields for the check portion and the 2 sections below the check..

5. Select Save Template. Repeat the same steps to complete the other Voucher Check Templates if needed. 

6. Repeat the previous steps to complete the 2 other Voucher Templates if needed.