PracticePanther is able to fully prepare and print checks directly from within the software. These can be used to easily deduct any amount of money from your Operating or Trust accounts. Whether it's to provide a refund for your client or pay a third party directly, PracticePanther's got you covered.
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1) Click here to review how to pay out expenses from the trust account on behalf of the client using the "Withdrawal" option if needed. 

2) Click here to review how to record a hard cost expense for your firm if needed.
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To learn how to print your first checks for these expenses, follow these simple steps:
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1) Click here, or click "Payments" on the top navigation, then hover over "Banks & Credit Cards" and click "Print Checks". A button for this is also located on the "Banks & Credit Cards" and "Payment History" pages.

2) Your firm's default operating bank account will be selected. To print checks for a different account you can click the drop down menu to select an alternate bank account. Using the checkboxes, select each check you wish to print.

By default, only payments with a payment method of "Check" will be displayed. Using the filters, you can also select Transfers if you wish to include them.

3) Scroll down to enter the starting check number for the checks currently loaded in your printer. Next, choose your check style and click "Print" to generate your checks. Clicking "Cancel" will return you to the Payments History grid.

4) Clicking "Print" will download a PDF to your computer (as seen below). Open the PDF, then right click anywhere on the page and click "Print".

5) Important: Make sure "Fit to page" is NOT checked. This is to ensure that all text will fall into the correct spaces on the checks.

6) Ensure that the correct printer is selected and click "Print".

If there are payments listed that do not require a printed check, you can easily remove them from the print queue. Use the row action in the three dot menu next to an individual payment, or select multiple payments and choose the "Remove from Print Queue" action.

If you accidentally remove a payment from your print queue, or if you tried to print a check but made a mistake, you can easily add it back into your print queue. Change the "Print Queue" filter to "No" to view payments that have been previously removed or printed. Use the row action in the three dot menu next to an individual payment, or select multiple payments and choose the "Add to Print Queue" action.

Thanks and as always, please reach out to our Support team if we can be helpful with print checks or anything else!