Electronic checks allow users in the United States (through the TouchNet payment gateway) to make payments directly from their bank account.
To use an electronic check users must be authenticated; therefore, online users must sign-in/create an account.
To create an electronic check payment:
1.Open Customer Services from the Desktop.
2.Select the Order tab.
The Order|Search page appears.
3.Search for and select the order that you want to work with.
The Order|Summary page appears.
4.Click 'Add' next to Payments in the Customer/Order Information section or click 'Add Payment' at the bottom of the page.
The Payments dialog box appears.
5.Select the appropriate electronic check payment method from the 'Payment Method' dropdown.
The Payments dialog box refreshes to display applicable information.
If the customer has a saved payment method (Payment Information section on the Customer|Basic page), the payment method's information will be populated automatically when it is selected.
6.Verify the 'Payment Amount' and make any necessary modifications.
The default 'Payment Amount' is the amount owing on the order.
7.Complete the following:
▪Save Payment Details: Optionally, if the payment method has a 'Storage Type' of Saveable you can save the payment information to the payment information section on the Customer|Basic page.
▪Memo: Add additional notes about the payment.
▪Bank Account Number: Enter the customer's bank account number.
▪Routing Number: Enter the bank account's routing number..
▪Account Holder Name: Enter the bank account owner's name.
▪Account Type: Select the type of bank account:
•Saving
•Checking
8.Inform the customer about the agreement and select I Agree from the corresponding dropdown.
9.Select 'Use Terminal?' to process an in-person electronic check transactions.
This can be selected by default by adding the TSPaymentBO - Payment Types: Electronic Check Use Terminal attribute to the box office ticket seller's group (Application Security - Group|Attributes page)..
10.To add the payment to the order, click:
▪'Add Payment': To add the unprocessed payment to the order.
▪'Add Payment and Create': To add the payment and create the order at the same time, processing the payment.
The Payments dialog box closes and the Order|Summary page becomes active.
11.If you added the payment using the 'Add Payment' button, click 'Apply' or 'Create'.
A window confirms the order was updated.
12.Click 'OK'.
