1.Click and the Add Customer eCheck form will open. The Address is automatically populated with all of the details entered on Customer form but you can change any field if necessary.                  

2.Fill in the eCheck Name, Bank Routing Number, Account Number, Driver's License andTAX ID/TIN field.

3.Select Check Type between Personal or Company.

4.If you would like the eCheck you are entering to be the default eCheck when payments are processed, just check the Make this Default eCheck option.

5.Click when all of the information is entered to save the record.

1.Select the eCheck you want to update by clicking on it.

2.Click and the Edit Customer eCheck form will open.

3.Make any necessary changes.

4.Click  and the changes will be saved.

1.Select the eCheck you want to delete by clicking on it.

2.Click

3.Select YES when prompted for confirmation. 

Note:  The record will be deleted from the database, but you can add it back at any time.