To set up a customer for check authorization:Following are the control maintenance records, authorization keys, and additional setup requirements for the Check Authorization companion product. Each branch and customer for which you want to use check authorization must be set up in advance.
Each branch for which you want to pre-authorize checks must be set up for check authorization.
To set up a branch for check authorization:
Display the character-based system.
Note: The Check Authorization functionality has not been incorporated into Solar Eclipse as of this release.
From the Files > Branch menu, select Branch.
In the Branch ID/New field, enter the branch for which you want to set up check authorization.
Use the Check Verification hot key to display the Check Verification Branch Setup screen.
In the Processor field, enter the check processing company you are using; for example, American Check.
In the Subscriber ID field, enter the subscriber/merchant ID that your check processing company has assigned to you.
If applicable, in the Host ID field, enter the host ID that your check processing company gave you. In many cases, this field is not required.
If applicable, in the Service ID field, enter the service ID that your check processing company gave you. In many cases, this field is not required.
When setting up multiple branches for check authorization, use the Copy From Branch and Copy To Branch(es) hot keys, as needed:
If you want to... | Select... |
copy check verification branch setup information from another branch to this branch | Copy From Branch When prompted, enter the branch whose branch setup information you want to copy and press Enter. |
copy check verification branch setup information from this branch to another branch, or to all branches | Copy To Branch(es) When prompted, enter the branch to which you want to copy branch setup information and press Enter. Or, type ALL and press Enter to copy the current branch's information to all branches. |
Press Esc to save your changes and exit the Check Verification Branch Setup screen.
Each customer for which you want to pre-authorize checks must be set up for check authorization. This allows you to require check authorization for certain customers, while not requiring it for others.
To set up a customer for check authorization:
Display the character-based system.
Note: The Check Authorization functionality has not been incorporated into Solar Eclipse as of this release.
From the Files menu, select Customer.
In the Customer/New field, type a customer name and press Enter to display the customer's record.
Use the Credit hot key, and then the Add'l Credit Data hot key, to display the Additional Customer Credit Data screen.
In the Require Check Verification field, enter Y.
Press Esc to save your changes and exit the Additional Customer Credit Data screen.
See Also: