Checks Button

CollectMax allows you to generate and print both cost and remittance checks. This option is by default will not be activated.

The check writing feature unavailable in CM500 and CM550 editions.

To setup the check writing options, click the button.

Cost Checks

Click the next to the Cost check writing option needed:

For Cost Checks, select Generate and Print Cost Checks to create a pending check when posting COST and CEX transactions. Otherwise, select do not generate.

Remittance Checks

Click the next to the Remittance check writing option needed:

Select from one of the following:

Do not Generate Remit Checks - Will not generate any pending checks with the assumption that the Firm will be writing the checks outside of the CollectMax Software Program.
Generate Both Client & Firm Checks - Will generate pending checks for both the firm and client for each remittance.
Generate Client Checks Only - Will generate only the client checks for each remittance.
Generate Firm Checks Only - Will generate only the firm checks for each remittance.

The claim reference number will automatically print on the check stub. To disable this option, click the box next to Do Not Print Reference Number on Check Stub.

Debtor Refund Checks

Click the next to the Refund check writing option needed:

For Refund checks, select Generate and Print Debtor Refund Checks to create a pending check when posting a RFD transaction. Otherwise select do not generate.

Click the button. These settings will take effect for new Cost Transactions and Remittances. It will not go back and request checks for previously posted COSTS, CEX, CAD, Refunds or Remittances.