E-Check Processing with Tempus PaymentMate without Smart Node

If your location is having problems with the Smart Node software, the devices run by the Smart Node are unavailable. You can enter the required information using IDI platform windows.

Retail

To process an E-Check transaction in a Retail situation with the customer present or not:

In the Tender window, click Warrantied Paper Check even if the customer is present.
(Show picture)
This opens the Warrantied Paper Verification window.
(Show picture)
Referring to the check, enter the appropriate information.
(More)
Bank Name/Acct Type
Name of the bank associated with the ACH (Automated Clearing House) transaction and type of bank account, personal checking or savings, or business checking and savings.
Note
For business accounts, FEIN is displayed in place of driver license number and state. FEIN is pre-populated if entered on the account. IF FEIN is blank, it must be entered and the field is disabled on the E-Pay screen. On Quick Sale, the FEIN field is enabled to allow manual entry.
Note
Required E-Check Verification Fields must be enabled on the Register Policy screen, and an E-Check tender type configured, for these fields to be displayed.
ABA Routing Number
Nine-digit ABA (American Bankers Association) code identifying the financial institution.
Account/Check Number
Customer's bank account number and number on the check.
Contact
Name associated with the bank account. Select a name from the drop down list or click Add to add a new Tender Type contact.
(for personal accounts)
Driver License Number
Identifying number on the customer's driver's license.
(for personal accounts)
Driver License/State
State (abbreviated) where the customer's driver's license was issued.
When the payment is approved, the Tender Type and Tender Amount are added to the tender window.
(Show picture)
Click Finalize, and then Yes to complete the sale.
The transaction is processed as a Paper Check Acceptance (PCA) transaction.

Call Center

Note
Call Center locations should only have the E-Check tender type configured.

To process an E-Check transaction in a Call Center situation:

In the Tender window, click E-Check.
(Show picture)
This opens the E-Check Verification window.
(More)
The E-Check Verification window contains the information required to process a customer's check electronically.
Selecting E-Check as a tender type opens the E-Check Verification window. In addition to the fields for the information, this widow displays a representation of a check with call-outs to help you identify the fields.
(Show picture)
1. Enter the appropriate information.
  (More)
  Bank Name/Acct Type
  Name of the bank associated with the ACH (Automated Clearing House) transaction and type of bank account, personal checking or savings, or business checking and savings.
  Note
  For business accounts, FEIN is displayed in place of driver license number and state. FEIN is pre-populated if entered on the account. IF FEIN is blank, it must be entered and the field is disabled on the E-Pay screen. On Quick Sale, the FEIN field is enabled to allow manual entry.
  Note
  Required E-Check Verification Fields must be enabled on the Register Policy screen, and an E-Check tender type configured, for these fields to be displayed.
  ABA Routing Number
  Nine-digit ABA (American Bankers Association) code identifying the financial institution.
  Account/Check Number
  Customer's bank account number and number on the check.
  Contact
  Name associated with the bank account. Select a name from the drop down list or click Add to add a new Tender Type contact.
  (for personal accounts)
  Driver License Number
  Identifying number on the customer's driver's license.
  (for personal accounts)
  Driver License/State
  State (abbreviated) where the customer's driver's license was issued.
2. Click OK.
When the payment is approved, the Tender Type and Tender Amount are added to the tender window.
(Show picture)
Click Finalize, and then Yes to complete the sale.
The transaction is processed as a Check by Phone (CBP),