On the left hand tool-bar click on the eCheck Plus tab
This will open a drop-down, click on Completed Batches
This tab will show all of your check transactions and their current Check Status
On the far right of a transaction, you can click on Update Status
This will allow you to mark each eCheck transaction with your own personal Reference number and with an eCheck Plus status of either Processed or Rejected
The eCheck Plus status is not automatically set by the system; it is a setting you may utilize for record keeping
On the far left of a transaction on the Completed Batches tab, you can click on the + sign to expand the details of a specific transaction
You will see expanded Customer Information
You will also see the option to Refund
Refunding from this section will not result in an actual refund, but will create a refund in your transaction history for your records
To issue an actual refund, you will have to reach out to the customer and refund them in your preferred method
Deposit time for eChecks
National bank account: we deposit next business day. Please allow further time for your banking institution to clear the funds.
Non-national bank account: we deposit via Priority Mail on the next business day, which can take up to 3 business days to arrive at your bank. Then please allow further time for your banking institution to clear the funds.
The Pending Batches tab will show all transactions that are pending further action
The Virtual Terminal tab will allow you to enter customer information and run an eCheck transaction from your end
You will enter the initial Transaction Details and Customer Information
Click Next
You will then be taken to your Hosted Payment Page to input the check information
Then click Pay
The Account Verification tab will allow you to activate our Plaid Integration
This will allow you to verify your customer’s checking account information before it is submitted
For further information, or if you require any assistance please reach out to [email protected]
