Best Practices
Practical habits that reduce cheque-printing mistakes and make records easier to manage.
A few simple habits prevent most cheque-printing and record-keeping problems.
Test every new cheque design
Use a photocopy or blank sample and Test Print before using live cheque stationery.
Check the preview every time
Verify the payee, date, amount, words, cheque number and A/C Payee instruction before printing.
Use consistent party names
A clean Address master makes searching PDC, registers and collection records much easier.
Use useful reference numbers
Cheque book, invoice month and bank-deposit references help you find transactions later.
Keep vouchers balanced
Invoice total must equal cheque total. Check both totals before you try to save.
Update lifecycle statuses
Record party collection and bank clearance as separate events.
Check printer settings after changes
If Windows printers are replaced or renamed, select the intended cheque printer again.
Back up regularly
Keep an additional backup copy away from the main computer.