Process Check
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Use the Process Check page to process a check against an existing customer account by selecting a customer profile.

If you wish to process checks and you are not already signed up for this feature, please contact your Merchant Service Provider or PayTrace Support at moc.ecarTyaP|troppuS#moc.ecarTyaP|troppuS.

How to Use This Page

  1. Click the Process Check link from the Checks menu.
  2. Select the transaction type you want to process.
  3. Fill in the required Amount, Routing Number, and Checking Account fields.
  4. Fill in any other information for this transaction.
  5. Click Process.
  6. You will receive a confirmation that the check has been processed.

NOTE:
Checks are NOT authorized/guaranteed.


Detailed Help

Links

Check ID link
Redirects you to the Transaction Details page.
Would you like to process another check?
Returns you to the Process a Check page with no fields pre-filled.
Would you like to process another check on the same account?
Returns you to the Process a Check page with the same account information pre-filled.
Would you like to view a printable receipt?
Opens the View Printable Receipt page.
Would you like to view a printable invoice?
Opens the View Printable Invoice page.

Check boxes

Would you like to save this customer's billing information?
When checked, the Customer's Billing Address that was entered during Check Processing will be saved, after the Submit button is clicked.
Would you like to email a receipt to: moc.xxxxx|xxx#moc.xxxxx|xxx?
Displays the Administrators email address. If there is more than one email address associated with this account in Email Addresses, additional check boxes are displayed. Checking the box beside an email address emails receipts to the specified email address(es).

Field Information

Transaction Type

Sale/Debit
A transaction that requests an authorization and is also marked for settlement that same evening.
Store/Forward
A transaction that enables you to enter the credit card, billing, and shipping information for a transaction to be processed at a future date.
Refund/Credit
A transaction that gives money back to your customer. An authorization is not requested on a refund but refunds are marked for settlement that same evening.

Required Fields

Amount
The US Dollar amount you want to charge or refund your customer. Please note that the amount must be a positive number between 0.01 and 999,999.99 or your purchase ceiling amount, whichever is less. This amount must be less than your ceiling amount.
Routing Number
The routing number of the checking account on which you want to process the transaction. Routing numbers may be entered with or without dashes and spaces.
Checking Account
The checking account number on which you want to process the transaction. Checking account numbers may be entered with or without dashes and spaces.

Optional Fields

Invoice Number
May contain up to 15 characters of free text. This field may be used to provide an identifier for this transaction that relates to your accounting or inventory system, if applicable.
Name
Your customer's name. May consist of 1 to 50 alphabetic characters.
Billing Address
Your customer's billing address. May consist of 1 to 50 alphabetic characters.
Billing Address Continued
Second line of your customer's address information. May consist of 1 to 100 alpha-numeric characters.
Billing City
The city of your customer's billing address. May consist of 1 to 20 alphabetic characters.
Billing State
The 2-digit state abbreviation of your customer's billing address.
Billing ZIP
Your customer's billing ZIP. May consist of 1 to 9 numeric digits.
Email Address
Your customer's valid email address. May consist of 7 to 250 alpha-numeric characters. Recipients can be sent to this email address, if you choose to have the receipts emailed. This is not a required field.
Phone Number
Your customer's phone number, including area code. Formatted as (###)###-#### or ######-###.

Shipping Information (Optional)

NOTE:
Your customer's shipping information may be added or updated in the PayTrace system after the transaction has been processed.

Attention
May consist of 1 to 50 alphabetic characters. Enter your customer's name in this field.
Address
May consist of 1 to 100 alpha-numeric characters.
Address Continued
May consist of 1 to 100 alpha-numeric characters.
City
May consist of 1 to 20 alphabetic characters.
State
The state of your customer's shipping address.
ZIP
Must consist of 1 to 9 numeric digits. This is not a required field.