Deciding Payment Form Layouts

View the delivered layouts on the Form Information page. To make decisions about payment form parameters, consider the following questions:

• Do you want to print checks and advices on the same page or on separate pages?

• How many detail lines do you want an advice to display?

• How will you manage detail line overflow?

  Do you want to void the next check and use its advice or generate a separate print file for advices on a different paper stock?

• Do you want to use your own preprinted forms, deselect check formatting so that only the data prints, and then customize the Reports layout to position the fields on the form?

• Do you need to add new fields to the checks or change formulas that determine how data is printed?

• Do you need to print checks at all?

  You may decide to make all payments electronically.

• If you do not send a printed check, do you need to supply your supplier with an advice?

Note:

If you modify the delivered payment forms, strictly follow the local rules for check layout. You must follow field dimensions, such as bank account MICR lines, exactly so that banks can successfully process your forms. In the U.S., refer to the document Understanding and Designing Checks by the X9-Financial Services Standards Committee for more details. Always have your custom forms approved by your banks before using them. Because customizing forms can be a lengthy process, you should do it early in an implementation.