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Using eCheck Plus

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  • In this guide, we will go over using eCheck Plus, our digital check processing system
  • First ensure that you have activated eCheck Plus
  • Once approved, log into Bankful
  • On the left hand tool-bar click on the eCheck Plus tab
  • This will open a drop-down, click on Completed Batches
  • This tab will show all of your check transactions and their current Check Status

  • On the far right of a transaction, you can click on Update Status
  • This will allow you to mark each eCheck transaction with your own personal Reference number and with an eCheck Plus status of either Processed or Rejected
  • The eCheck Plus status is not automatically set by the system; it is a setting you may utilize for record keeping

  • On the far left of a transaction on the Completed Batches tab, you can click on the + sign to expand the details of a specific transaction
    • You will see expanded Customer Information
    • You will also see the option to Refund
      • Refunding from this section will not result in an actual refund, but will create a refund in your transaction history for your records
      • To issue an actual refund, you will have to reach out to the customer and refund them in your preferred method

  • Deposit time for eChecks
    • National bank account: we deposit next business day. Please allow further time for your banking institution to clear the funds.
    • Non-national bank account: we deposit via Priority Mail on the next business day, which can take up to 3 business days to arrive at your bank. Then please allow further time for your banking institution to clear the funds.
  • The Pending Batches tab will show all transactions that are pending further action

  • The Virtual Terminal tab will allow you to enter customer information and run an eCheck transaction from your end
  • You will enter the initial Transaction Details and Customer Information
  • Click Next

  • You will then be taken to your Hosted Payment Page to input the check information
  • Then click Pay

  • The Account Verification tab will allow you to activate our Plaid Integration
    • This will allow you to verify your customer’s checking account information before it is submitted

  • For further information, or if you require any assistance please reach out to [email protected]