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Checks

Check Record Type lets you create new records for sending personalized checks and store records that are ready for sending or already sent.

Bank Account

To get started with sending checks, it is required to setup and verify one or more bank accounts in Lob to send checks from.
Check with your bank to make sure that the check will be accepted. A new check template or different signatory can cause the bank to flag your account. The best way to avoid this happening is to let your bank know that the checks are valid.
Read more about Bank Accounts and how to sync between Lob and Salesforce.

Check with your bank

Check with your bank to make sure that the check will be accepted. A new check template or different signatory can cause the bank to flag your account. The best way to avoid this happening is to let your bank know that the checks are valid.

Create a Check

  • Create a new Print & Mail record and select Check as record type
  • Fill in required and optional fields
Required fields if address is already processed: Address (From), Address (To), Amount, Bank Account
Required fields if address isn't processed yet: Name or Company, Address (From), Address (To), Amount, Bank Account
Checks cannot be sent internationally. Country value must be US.
  • Save record

Check Content

MEMO - String
Max of 40 characters to be included on the memo line of the check.
MESSAGE - String
Max of 400 characters to be included at the bottom of the check page.
CHECK BOTTOM - String
Accepts Salesforce File ID of a locally uploaded file, template ID or a remote URL of an HTML, PDF, PNG, or JPG file. Remote URLs have a 20 MB file size limit. HTML files passed as remote URLs or local file uploads have no character limit. PDF, PNG, and JPGs must be sized at 8.5"x11" at 300 DPI, while supplied HTML will be rendered and trimmed to fit on a 8.5"x11" page. The check bottom will always be printed in black & white.
CHECK ATTACHMENT - String
You may send a letter as an attachment with your check. It accepts Salesforce File ID of a locally uploaded file, template ID or a remote URL of an HTML, PDF, PNG, or JPG file. Remote URLs have a 20 MB file size limit. HTML files passed as remote URLs or local file uploads have no character limit. All pages of PDF, PNG, and JPGs must be sized at 8.5"x11" at 300 DPI, while supplied HTML will be rendered and trimmed to as many 8.5"x11" pages as necessary. If a PDF is provided, it must be 6 pages or fewer. The attachment will be printed double-sided in black & white and will be included in the envelope after the check page.

Send a Check

  • Open the Check record
  • If all required and desired fields are filled in, click Process Print & Mailbutton at the top right corner.

Outcomes

Expected
Failed
  • If the check is successfully processed Status field changes to "Processed".
  • Print & Mail ID (External), Rendered URL, Address To ID (External), Address From ID (External), Bank Account ID (External) fields get populated.
  • If the check is failed to process, Status field changes to "Failed to Process".
  • Processing Error field shows error details.

Cancel a Check

Last modified 2yr ago