Step #1:

Click on "Download the CSV template" to download a file with the where additional columns may be added as needed.
Example of additional columns: 'Account Number' & 'Routing Number'


Step #2:

Fill in the columns with relevant information specific to the checks that the Sender wants to create. 

NOTE: 

  1. Name the columns manually added by you in Row 1
  2. Limit number of rows to 1000 per CSV
  3. Do NOT delete the Header in Row 1 with Column Names


Step #3:

When the CSV file is ready for upload, click "Choose File"


Step #4:

Under 'Source bank account', use the drop-down menu to choose the bank account that you would like the funds to be taken from. 

Unless changed, 'Source bank account' will automatically be set to the default bank account. 

Step #5:

Once, all the other steps have been successfully completed, click "Send Checks"

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