Authorizing Payments by Check

When a customer has been set up for check authorization, follow these steps when the customer pays for their order by check.

Note: Check Authorization is a companion product, which is installed separately from Eclipse. Ask your system administrator if your company uses Check Authorization.

To authorize a payment by check:

Create or open a sales order and display the order's Totals screen.
Use the Check hot key to access the Check field.
In the Check field, enter a payment amount.

The Check Authorization screen displays.

If you are set up to scan checks, use the Scan Check hot key and then scan the check. The system populates the Check Number, Routing Number, and Account Number fields.
If either of the following is true, enter the required information for each of the fields listed in the table below:

You are not set up to scan checks or
You have scanned your check but your company requires more information than what scanning the check provides.

Note: Your company designates which information is required using the Check Verification: Required Information control maintenance record.

Field	Description
Check Amount	The dollar amount for which the check is written.
Check Number	The check number. This is the number in the upper-right corner of the check.
Routing Number	The routing number of the customer's financial institution. This is the nine-digit number that displays in the lower-left corner of the check.
Account Number	The customer's account number. This is the string of numbers that displays in the lower-middle section of the check.
Check Type	The type of check, either company or personal.
ID Type	This is the state ID type for which the check presenter is providing personal identification; for example, CO - Colorado.
ID Number	This is the driver license number, or other state ID number, of the check presenter.

Once all required fields are populated, use the Authorize hot key to pre-authorize the check.

Once the check is authorized, the Approval Code field displays the approval code you received from your check processing company.

Note: If you need to void a check after it has been authorized, use the Void hot key.