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Check printing template form

hello mark Helton here I just wanted to put this quick video together to talk to you about check drafts now I've been using check drafts for my business now for a couple of years and what started it out for me or what made me go out and start using check drafts for my business was a couple years ago during the holidays actually during Christmas time I had a couple of different customers that decided to pile up a few months of charges on me and charge it back to their credit card processor now if you've never used if you've never processed credit card payments or have never had this happen to you it's very frustrating because you provide all of the service I mean these customers had a website for me I created videos that did all kinds of things for them and they even sent me messages and emails telling me how awesome everything was so it wasn't that they were unsaid dissatisfied or unsatisfied with anything that I had offered them they just needed the money well the frustrating part about that is is I needed the money too and I decided to go ahead and look for another way to process my payments so my motto is is that if a customer doesn't have the money then they're not gonna be wanting to pay me with a check so that's why I go out and I actually try to get my customers to pay me with a check now getting a check in the mail is great and I don't have a problem waiting for a check in the mail somebody who really wants to send a check in the mail but you know and when you're trying to get the sale anything you can do to make it easier on the customer to sign up right then and there not have a whole lot of time lapse between the time that they send you their payment and you get started on the work the better so what I do is I have my customers fill out a form okay I'm going to show you this form here this is the this is my contract okay and it's two page contract the first page is my client agreement this just tells the customer all of the things that I'm gonna do for them what I'm going to charge them and then the next page is my bank draft authorization form and this is just a it says it's okay for me to take the money out of their account every month on these dates unless they cancel okay and then all they have to do is just I fill it out for them actually I put all their information in there get their name address check number all of that information and then I have them once I filled all that out I fax it over to them or email it to them and then have them just sign a check actually I have them fill out a check and then sign it and tape it here to this area and fax it back to me okay so that basically reserves serves as my receipt and as everything that I promised them everything that I told them right there on the contract okay now once I get that information back before what I would do is I would actually use a software called check soft premier I know there's a few other comparable services out there called ones Versa tech and there's a several other software's out there that does this but basically what the software would do is it would allow you to print a check draft and you you know the software is not difficult to use but it's time consuming to learn how to use and in addition to that it cost you about a hundred bucks for the software so anyways long story short my printer went out this weekend and it caused me to have to go out and purchase a new printer and when I hooked up my new printer my software that I was using checks off premiere wasn't working right so I went out and did a quick search because I really just didn't have time I wanted to get my checks done and send them to the bank because I've been out of you know out of town for a little while so I went ahead and went to microsoft's website and lo and behold they had a template for business checks so as a business check template and i just made a few modifications to this template and this is the exact template that i use to print out checks so i just went ahead literally an hour ago deposited a few checks right in the bank for several thousand dollars using this exact same template so it's very simple let me just tell you exactly what you got to do so the first thing you want to do is you don't want to hit enter and space anything down so you want to make sure everything stays exactly in this space okay so you'll want to if you want to change your customers name you know to ABC company and you will just do that and rather than hit enter right you're gonna want to just go down to the next line and then type in their address right at the end of this same thing you'll want to go down to the next line now in in this case you could hit enter once you're inside of this this table but if you hit enter in other situations you'll see like for instance let's say I were here and I hit enter well you get the point things move around and they shouldn't if this line here which is the mickr line if this line moves down then it's not going to be when you print this check trap it's not going to be in the right position so you don't want amanoot you don't want to manipulate these things too much okay all you want to do is change the address you can change the customers bank name here this is the fractional ID and these are always different so you just go in here and change that to whatever's there you could see that on the check here's your check number the date of the check then here you'll put your name here your company name the amount of the check and and then here you'll do the dollar you'll spell out the dollar amount here okay now the memo I usually put like you know whatever I'm doing SEO website whatever here and then this stays the same where it says authorize check draft no signature required that's important that's that's so the bank knows that this is a check draft then all you need to do is put in your check numbers your routing number goes here and then your account number goes there once you've done all that all you have to do is print this check draft now you're gonna need a actual you're gonna need like check template the words are escaping me here but you're gonna need actual check stock sorry about that the one I'm using here is versat check form 1000 prestige okay you can pick that up over at any office supply store it has you can't see it but it has the check at the top and then underneath that is you know blank area where you know you you may have memos or other things that print so the check that's detachable is at the top and it's perforated so you could just tear off the check and then you know that's all you would need you can also purchase let's see I'm I'm using a different and my other check check stock is form number 7000 standard I believe these are Avery but either way I mean you can go to the office of fly store and you can look at the check Versa check form 1000 prestige that works pretty well and it's not very expensive but all you need is that and you can go ahead and start printing out your checks you don't need to have any fancy software I'm still going to use my software because I purchased hit and you know there's other features that I that I like that I have about on there but but here's the awesome thing once you've created this you can save it as a template for that customer and if you have a monthly charge that you charge them every month all you have to do is go back in here edit the date and maybe the check number if they're providing you with different checks every month and print out the new check it literally will take it two seconds to print out your check draft and you don't have to fool with any software so if you know how to use Microsoft Word there you go you've got yourself a cool little system I hope you enjoyed this video you know go ahead and you know download if you look underneath this video I've included the the download link to download this check draft so you can go ahead and download this yourself other than that again thanks for watching this video talk to you soon