Navigation Steps
Go to C-Store Essentials Web Account
You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com
Click the Forgot Password button if you need help resetting your password
2. Go to the Manage Bank Account Screen
On the left side of the screen, click on the Bank option
Next click on Bank Accounts
3. Add a New Bank
On the right side of the screen, click on the plus + sign
On the next screen, add the information requested for your bank account
Once you are finished click the Add Bank Account button on the bottom right
After you click the Add Bank Account button you will be redirected back to the Manage bank accounts screen
Managing Bank Account
The Bank Account Settings section allows you to configure and manage your store’s check printing and banking details. You can add or edit your bank account information, set up check layouts, and enable check printing with your preferred design and details.
Field | Description |
Bank Account Name | Enter the name of your bank account. This helps identify it within your Essentials Account. |
Status (Active / Inactive) | Select Active to make the account available for transaction entries and check printing. Use Inactive to disable it temporarily. |
Next Check Number | Enter the next available check number to ensure proper sequence in transaction entries and check printing. |
Routing Number to Print | Specify the routing number that should appear on printed checks. |
Account Number to Print | Enter the account number to display on the check. |
Check Printing Position | Choose where the check should print on the page — Top, Middle, or Bottom, based on your check paper format. |
Store’s Logo / Address (Upload) | Upload your store’s logo and address to include them automatically on printed checks. |
Signature (Using Mouse) | Use your mouse (or touchscreen) to draw and save your digital signature for automatic inclusion on checks. |
Enable Print Checks | "Turn this on to enable design and print checks on Blank Check Sheet. This will add lines, static details (e.g., Pay to the Order of, Amount, Date section etc.), and position them on the check as needed. |
Frequently Asked Questions
How do I update an existing bank account in C-Store Essentials?
How do I update an existing bank account in C-Store Essentials?
To update an existing bank account, locate the specific account you want to change in your list of bank accounts.
Click the pencil icon on the right side of the entry to open the editing options, where you can make any necessary updates.
What details can I update for my bank account?
What details can I update for my bank account?
You can modify details like the bank name, check number, store logo, and signature as needed when updating your account.
Can I edit multiple bank accounts at once?
Can I edit multiple bank accounts at once?
No, updates must be done individually for each account.
Select the pencil icon next to each account to make changes.
What if I can’t find the bank account I need to update?
What if I can’t find the bank account I need to update?
Ensure the account is active and listed in your bank accounts.
If it’s missing, check your settings or add it as a new account if needed.
Does adding my bank account information in PDI CStore Essentials link it directly to my bank account?
Does adding my bank account information in PDI CStore Essentials link it directly to my bank account?
No, adding your bank account information in PDI C-Store Essentials does not link or tie directly to your bank account.
It is used for informational purposes only and does not establish a direct connection with your bank.