Immediate Investment Check and Receipt Printing

Immediate Investment Check and Receipt Printing

There is an option to print immediate checks and receipts for demand accounts.

Setup

Go to Financial Services, Investments, Setup, Investment System Settings. Mark the "Allow time of transaction checks and receipts (DEMAND only) box.

How it works

Go to Financial Services, Investments, Transactions. Both IL200 Transfer and Payout and IL200 Investment Payout will allow for an immediate check and/or immediate receipt on Demand accounts when the above setting is chosen.

Chose the Pay Via option of "Immediate Check".

Click "Yes" if the next message appears.

Enter in check stub information if desired, then click OK.

Click OK

Click Yes to produce the check.

Right Click on check and select print. Follow the standard check wizard to print the check. Once the check is printed, click Exit.

Click Yes to produce a receipt.

The receipt will appear in PDF for you to print. This receipt is not customizable and is not part of the merge system. This receipt cannot appear online. IL248 can produce this to be sent online.