In addition to options for fixing printing problems on checks and 1099 forms, you can also set up direct deposit for payroll and other pay options.<\/strong><\/p>\n In RB9 you have the ability to print each resource\u2019s 1099<\/a> directly from the system. RB9 is designed to print in the correct fields on the 1099-NEC forms, but you can adjust the placement if needed to align the RB9 output with the 1099 form\u2019s fields on your printer. Adjustments are in inches. You can increase (or decrease with a negative number) the top and left margins, using up to 2 decimal placements.<\/p>\n NOTE: Print 1099 Forms is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n If you want to print checks directly from RB9<\/a>, RB9 will create a PDF of the check information according to your settings to print on your own standard or voucher (2-part check) business checks. You can use Quickbooks<\/em>-compatible laser checks (standard or voucher). Adjust where RB9 information is printing on your checks by\u00a0increasing (or decreasing with a negative number) the top and left margins, using up to 2 decimal placements.<\/p>\n NOTE: Print Checks is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n Instead of printing checks or using a third-party payroll service, use RB9\u2019s direct deposit feature to deposit pay into your resources\u2019 accounts instead. After signing up for direct deposit with your bank use information provided by your bank to set up your system preferences for direct deposit payables. Some of the information you must get from your bank includes a unique 9-digit number assigned by the bank and a company ID number. (You will need to enter your resources\u2019 banking information<\/a> in their profiles.) Then all you have to do is send a NACHA-formatted file (exported from RB9) to your bank and your bank will transfer the funds for you.<\/p>\n NOTE: Direct deposit is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n Before closing, you can print out or email your resources a draft of their pay statements<\/a>, so they can review which invoices they will be paid for and how much will be included in their next paycheck.<\/p>\n If you email draft pay statements, you can customize the email that accompanies them. Similarly to invoice emails set up in Billing preferences<\/a>, you can change the default text in the Subject and Message fields and insert contextual data fields so that real data from RB related to the resource and payroll merge into the email automatically. You can also customize the appearance of the body of the emails with text formatting, colors, images, hyperlinks, and tables.<\/p>\n The draft pay statement\u00a0itself will attach to the email as a PDF.\u00a0And you can override the defaults set here in any pay statement\u00a0emails sent from RB.<\/p>\n After you run payroll in RB and close it, you can print out or email your resources their pay statements<\/a> \u2013 which is the report that shows them exactly which invoices they were paid for on a closed payroll. You have the same settings options for pay statements as for draft pay statements.<\/p>\n You have 2 options for when you pay resources:<\/p>\n TL;DR: Customize pay statement emails. Specify when resources get paid in relation to invoices.<\/b><\/span><\/span> Adjust printing layouts for 1099s and checks. Set up\u00a0<\/strong>your direct deposit account for paying resources.<\/b><\/span><\/span><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters.<\/p>\n","protected":false},"excerpt":{"rendered":"1099 Form<\/h3>\n
Check<\/h3>\n
NACHA (National Automated Clearing House Association)<\/h3>\n
Draft Pay Statement<\/h3>\n
Pay Statement<\/h3>\n
Payroll<\/h3>\n
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RB concepts in this lesson<\/h4>\n