Scenario

Our client required the ability to print a high volume on checks on a regular basis. They started out printing checks the old fashion way, but soon found that printing, stuffing envelopes, and mailing the checks became too much of a burden for their small accounting office. After some discussion, we decided to integrate their BC solution with the check printing and mailing service from Checkeeper.

‍

Who is Checkeeper?

From their website: "Super simple and straightforward way to eliminate the need for paper checks in your office. It costs $1.25, which includes postage. It effectively costs a little more than $0.50 to never stuff an envelope again!"

https://checkeeper.com/check-mailing

The Solution

Understanding that they would still require to print checks from time to time, we knew that the integration to Checkeeper had to be seamless and feel no different than standard BC check printing. We wanted the user to have complete control over the check printing process. Thus, we extended the BC Payment Journal by adding the "Checkeeper Export" button next to the "Print Check" button on the user interface. Thus, the user may build the batch of checks using standard BC functionality, but then only choose to send the checks to Checkeeper at the end of the process. Upon clicking the "Checkeeper Export" button, the check batch is sent to the Checkeeper API and they handle the rest! Within BC, you can check on the status of the check or download a copy of the check to keep with your documentation.

Setup Screen

Checkeeper's API can be found at: https://api.checkeeper.com/v3/check

Within their interface, you can generate the API Token. You can generate either a "Test" token (for development) or a "Live" token (when you are ready to send real checks!) With each check you can send a different set of signatures. Our client just needed the one signature, which we created into a png file.

‍

On the Bank Accounts themselves, you need to set up the Account Number, Transit Number, and the Payer address you want on the check. The Payee address will come from the Vendor Card.

Creating Checks

Upon building the batch of checks in the Payment Journal, the user then chooses whether they want to print the check to their check stock (blank or preprinted) or to send the batch to the Checkeeper service to be printed and mailed to the Vendor. If, for whatever reason, the check needs to be voided, BC will alert the Checkeeper API and the check will not go out.

‍

Viewing Check Status

Within BC's standard Check Ledger Entries page, you can view the status of the check directly from the Checkeeper API. The status is visible and displays whether the check was printed, mailed, canceled, or awaiting processing by the checkeeper service.

Downloading Check Images

To see the check as it was sent from the Checkeeper API, users can download an image of the check directly from within BC. Users can download a single check or check batch.