•Creating an Electronic Check Payment Method
Before You Begin
Before creating an electronic check payment method, ensure you have:
•Contacted your customer success manager and TouchNet representative.
•Created roles to access the payment method. If these have not been created, you can assign them at any time.
•Created ticket templates, if applicable. If this has not been created, you can assign it at any time.
Creating an Electronic Check Payment Method
Automated Clearing House (ACH) is an electronic network for financial transactions in the United States. Electronic checks allow users to make payments directly from their bank account.
Once you create an electronic check payment method it can be assigned to sellable items and be used.
To create a new electronic check payment method:
1.Open General Configuration from the Desktop.
2.Select the Payment Methods tab.
The Payment Methods|Search page appears.
3.Click 'Create New'.
The Payment Methods|Basic page appears.
4.Enter Electronic Check in the 'Name' field.
5.Select Electronic Check from the 'Type' dropdown.
6.Select TouchNet ACH from the 'Gateway' dropdown.
7.Copy and paste UI/ArticleMedia/Images/payment-logos/eCheck.png into the 'Logo' field.
8.Customers must agree to some basic terms and conditions when they choose electronic check as their payment methods. The information entered in the 'Agreement' field is then passed to the gateway
Below is an example of agreement text:
I understand that payment(s) will be initiated once the order(s) has/have been submitted. I will be electronically notified when my order(s) has/have been fulfilled. I understand that I may be charged a non-sufficient funds (NSF) fee of $30.00 in the event any transaction agreed to in this “Authorization Agreement” is returned from the account holder’s financial institution as NSF.
9.Complete the remaining applicable fields.
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Caution Once you save the payment method, you cannot modify the 'Type' nor 'Payment Usage' fields. |
10.Click 'Create'.
A window confirms that the payment method was created.
11.Click 'OK'.
12.ACH requires that all electronic check users are authenticated; therefore, online users must sign-in/create an account.
For more information, refer to Configuring the WebSales User.
