Transport Pro Print Settlement Checks

This guide shows how to print settlement checks in Transport Pro after you process settlements paid by check. Checks must use a check-with-two-stubs format (for example, a QuickBooks-style check). Questions: support@transportpro.net.

Summary

Prepare check alignment with support, process settlements with check as the payment method, print from the Settlement Check Print Queue, confirm successful prints (or requeue failed ones), and keep records in sync with cash reconciliation.

Jump to Section:

Check Setup & Alignment
Process Settlements
Print Settlement Checks
Confirm or Requeue

Check Setup & Alignment

Before you print live checks, scan and email a void copy of your check stock to support@transportpro.net. Support uses it to test alignment. After alignment looks good on their end, you will test by printing a check. Once confirmed, you are ready to print.

Note: When you print, set your printer option to Fit to Printable Area.

For viewing, voiding, and related check tools, see View, Void & Print Checks.

Process Settlements

You must process settlements before checks appear in the print queue. The steps are the same for drivers or carriers. See Process Settlements for the full workflow.

Open pending settlements from Settlements > Process Settlements > Owner Operators (or Broker Carriers), or from Settlements > Settlements Dashboard. Locate the account and click the settle icon.

Pending Settlements list of owner accounts with Settle icons.

Review the settlement details and select the items to settle by checking the corresponding boxes.

Pending Settlement Detail with line items selected for settlement.

The bottom of the screen shows the total for selected items. Preferred payment method defaults to check unless the account is set up for ACH (see Pay Drivers & Carriers via ACH). Confirm the correct checking account is selected, then click Approve.

Settlement general information with check payment method, checking account, and Approve.

Note: Transport Pro does not offer direct bank integration. Checking account details are recorded for your records only. If the settlement checking account is missing from the dropdown, see Add & Edit Checking Accounts.

Print Settlement Checks

After you approve settlements paid by check, they appear in the print queue. Go to Settlements > Print Queue > Settlement Checks. Filter by checking account or account type if needed, or work from the full list. Click column headers to sort.

Settlement Check Print Queue with filters and pending checks including check numbers.

Verify check numbers. You can edit them as needed. If there is more than one check in the queue and you change the top check number, a green arrow appears—click it to renumber the remaining checks in ascending order.

Check number fields in the print queue with green arrow to renumber checks in ascending order.

Load check stock in your printer. Select the checks to print (or use the header checkbox to select all), then click Print at the bottom of the page. To remove a check from the queue, click the scissors icon on that row.

Print queue selection checkboxes, scissors icon to delete, and Print button.

Note: Each processed settlement is its own check. If three settlements for the same account are in the queue, you print three checks—the system does not combine them. Turn off your pop-up blocker so the check PDF can open. Load IDs appear on the check stubs.

Confirm or Requeue

After you click Print, the system downloads the check file and opens the Check Confirmation screen. Open the downloaded file, set printer preferences to Fit to Printable Area, and print from your local printer.

Check Confirmation screen after printing with Save Record action.

Review the printed checks. If they look correct, click Save Record on Check Confirmation. That action:

Updates check status to printed for your records.
Sends the checks to the cash reconciliation module (see Cash Reconciliation).

If checks printed incorrectly (for example, backwards or upside down), check Requeue / Cancel for those rows, then click Save Record.

Check Confirmation with Requeue/Cancel option for checks that printed incorrectly.

Important: Requeueing voids the check number and returns the check to the print queue for reprinting. The system treats the stock as ruined—you cannot reuse that check number.