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. Print Checks page will be displayed. Click Create Voucher Template

Note: If none of the Voucher Templates lined up perfectly on your check, you can create your own voucher template. 

4. Template Creation page will be displayed. Select the field you want to move and drag to the location where it must be placed and click Save Template.

Note: Here you have the ability to move the different fields for the check portion (date, amount, payee, dollar description, address and memo) only of the voucher check. The middle and the bottom portion cannot be edited or changed.

5. Select the new voucher template by clicking the Voucher Template drop down menu and select Custom Voucher Template