Managing client eCheck information

ServMan allows you to record and store checking account information for a client. You do not have to store checking account information unless you plan to process credit card payments in batch.

NOTE: All routing and checking account numbers are encrypted when stored to the database for added security.

Enter a client's checking account information

1. Open the client's account.
2. Click Menu and select eCheck Setup.
3. Click Add Account.
4. Enter the account information. If the address is the same as the client, click the Fill Address from Client. NOTE: The account holder address does not have to match what is on the client account.
5. Check the Preferred eCheck Account option if the card will be used to process batch eCheck receipts, like a monthly service agreement payment.
6. Click Save.

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Edit a client's checking account information

1. Open the client's account.
2. Click Menu and select eCheck Setup.
3. Select the account.
4. Click Edit Account.
5. Edit the account information as needed.
6. Click Save.

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Remove a checking account from a client's account

1. Open the client's account.
2. Click Menu and select eCheck Setup.
3. Select the account.
4. Click Delete Account.

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eCheck options and field definitions

• Account Name: account holder's name
• Account Type: type of account
• Street: billing street address for the credit card
• City, State, Zip: billing city, state, and zip code for the credit card
• Driver's License Number: billing country for the credit card
• Driver's License State: account holder's driver's license number
• Bank Name: name of the bank
• Charge Type: the charge type
• ABA Routing #: routing number for the account
• Account Number: account number
• Preferred eCheck Account: identifies the account as the one to be used for batch eCheck payment processes

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