When Clearent Payments is enabled, users can capture payments manually or automatically. The following guide will detail the check method of accepting payments in ESC.
Take a Check Payment in the Office
While in ESC, recall an Invoice with a due balance. This can be done through the Qualify Screen, Customer Center, or Sales Invoice List.
1. From the Invoice screen, click the Tender
2. In the Tender window, click into the Payment Method drop-down box and choose Check as your method of pay. Verify the Amount Received, enter the Check #, and click Save and Charge.
3. Next, enter the Account Type, Routing Number, Account Number, Account Holder type, and Account Holder Name. Click Save when you’ve completed entering the billing information.
- Note: Routing and bank information are not stored and are used solely for the purpose of authorizing the ACH transaction with your bank.
This concludes how to take a check payment in the office with Clearent Payments.