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. Select Edit Check Template. This page will allow you to customize a Voucher Template for your specific checks.

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. This will now be your default template to use when you print your checks