Enabling eChecks in CoreBridge allows you to quickly process checks directly through your CoreBridge system while also allowing your customers to make eCheck payment through the customer portal.
Note: eChecks are currently only available when using Fiserv US (formerly Clover Connect) as your integrated processor.
* For more information on how to enroll with Fiserv US, please refer to Fiserv US (Formerly Clover Connect) - A CoreBridge Integrated Merchant Services Provider.
* If currently integrated with Fiserv US, eCheck is an optional add-on to the standard merchant account. If you wish to add eCheck added to your account, complete the following form: CoreBridge | Fiserv US (Formerly Clover Connect). In the "Comments" box, include your current Fiserv US merchant ID #, noting that you are interested in eCheck.
Table of Contents
Enabling eChecks
To enable eChecks, navigate to Settings / Integrations / Installed Integrations.
Note: In order to enable eChecks, you must first install the Fiserv US integration in Settings / Integrations / Marketplace / Payment. For more information on how to accomplish this, please see Fiserv US (Formerly Clover Connect) - A CoreBridge Integrated Merchant Services Provider.
1. Select Fiserv US.
2. Check the ACH (eCheck) Payments are Enabled checkbox.
Using eChecks
To take use this payment method, navigate to Sales / Orders and select the order you would like to add the eCheck payment to.
1. Select Enter Payment located in the bottom left corner.
2. Select eCheck (Integrated) from the Payment Method dropdown menu.
3. Input the desired Payment Amount.
4. Input all eCheck information.
5. Input any needed Payment Notes.
6. Click Submit Payment.
Frequently Asked Questions
1. What is the difference between a decline and a reject / return?
Answer:
- Decline - A decline happens when a transaction is being processed. This can occur if the bank account (DDA) is recognized as invalid—such as if it's closed, doesn't exist, or has a history of issues. Once a DDA has been declined, it will always be declined. Reusing the same account for another payment attempt won’t work. Instead, the customer will need to use a different payment method.
- Reject / Return - This usually occurs a few days after a transaction. A reject (or return) is a notice from the bank that the money transfer didn’t go through. When this happens, the original transaction is voided. If the reject is received before the funds are sent, the transaction won’t be funded. If the funds have already been sent, the money will be pulled back from the receiving bank account.