Hi, I have 2 check adv pfd/html templates (one for vendors and one for employee). They are set based on the Check record form (vendor check form/employee check form). However, we would like to have the same functionality when checks are printed from Bill Payments (Edit Bill Payment -> Save & Print button). How do I manage which Check template is printed via the Bill Payment record’s Save & Print button?

I think it's the standard vendor check template.

So that print template is to print the actual bill payment record. When you click Save & Print in edit mode, it prints a check template.

sounds like it, it says print template for the form 'bill payment'

When you click the print icon from the Bill Payment, that will create a Bill Payment Print template (the one highlighted in your screenshot). But the Save & Print creates a sort of check template.

When we print a bill payment we save the bill payment, then goto management - > print checks and forms. Then print the check from there.

That’s true, I am able to create multiple voucher templates and set different templates for different forms. I’m basically trying to do that for an actual check, but from the Bill Payment record.

when you print voucher from the bill payment here on the print icon, you get a different printout than the 'save and print' option?

The workaround for checks works great because it prints an employee check when an employee is set as the payee and it prints a vendor check when the vendor is set as the payee. I’m trying to implement that concept into Bill Payments.

and you want to modify the check template it uses when you click save and print.

The SAVE & PRINT button already prints a check. I want it to be able to print different types of check templates depending on the form.

ah ok, you want to select a check template before you hit save and print

Yes! Or if on Custom Form A, print check template A. If Custom Form B - Print check template B.

I don't see how you can select what form is used for 'save and print'

Even from the print checks & forms page, I would like to select which check template to print.

ya if that's possible, you would have to just hit save, then print from the transaction after.

I think what I’m requesting might be a NS limitation and would require further customization.

I would be curious what this looks like printed.

The payment voucher looks very different than an actual check.

Yes, but the bottom option may not be a voucher

Oh right! That one prints a check!!

So you can select for a bill payment to print a voucher or a check! But not both, unless you have multiple forms.

if I understand this article, the form on the check record is dictating which advanced html template is used

Ah I see. But I think I can create custom check templates from the “Standard US Vendor Payment..” template to solve my issue.

Yea I think you can, but it may not work from the 'save and print' option

there you go, so you cant use save and print with custom check template on bill payment

Thanks for your help, @Rob Cady!