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.
Enabling eChecks
To enable eChecks, navigate to Settings / Accounting / Payment Methods.
1. Ensure that you Payment Integrations has been toggled to Enabled.
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.
