Process Checks

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 Support@PayTrace.com.

How to Use This Page

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

Checks are NOT authorized/guaranteed.

Detailed Help

Links

Check ID

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.

Checkboxes

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 xxx@xxxxx.com?

Displays the administrator's email address. If there is more than one email address associated with this account in Email Addresses, additional checkboxes 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 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

The red * asterisk denotes whether a field is required.

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

It 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. It may consist of 1 to 50 alphabetic characters.

Billing Address

Your customer's billing address. It may consist of 1 to 50 alphabetic characters.

Billing Address Continued

The second line of your customer's address information. It may consist of 1 to 100 alpha-numeric characters.

Billing City

The city of your customer's billing address. It may consist of 1 to 20 alphabetic characters. Billing StateThe 2-digit state abbreviation of your customer's billing address.

Billing Zip

Your customer's billing ZIP. It may consist of 1 to 9 numeric digits.

Email Address

Your customer's valid email address. It 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 ######-###.