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  • Processing E-checks

    Iím just looking at the E-check options in C&P and some things confuse me about it. The big question is which fields are actually required. Specifically, is the ďcheck numberĒ field required? If so, how can we set up monthly recurring transactions with e-checks, given that the check number would presumable be different each month?

    Also, it appears that all of the fields are specific to US accounts. In particular, I do not see a field to include the bank number from a Canadian cheque. Can we process Canadian e-checks?

    Thanks!

  • #2
    Good day @seedsysdev

    NO, the eCheck number will be the same for each month and for sure the Check Number is required field.

    Regarding the Canadian eCheck, you will need apply for the Click & Pledge account with Canadian bank account to accept the Canadian eChecks.

    Hope that helps. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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    • #3
      Okay, we have added in the e-check component to our C&P account, but the question still remains about the bank number for Canadian cheques. From the C&P documentation, the fields that are passed for an e-check are:
      AccountNumber
      AccountType
      RoutingNumber
      CheckNumber
      CheckType
      NameOnAccount
      IdType
      IdNumber
      IdStateCode

      Canadian paper checks also have a 3-digit Bank/Institution number. I am assuming that is a required field for processing Canadian e-checks as well, but I do not see a field in Click & Pledge to pass that information. How do I pass all required fields for Canadian checks?

      Thank you

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      • #4
        Good day @seedsysdev

        For US and Canadian eCheck required fields are different. As stated above, in order to accept the Canadian eChecks, you will need to apply for Canadian Click & Pledge account. Once your Canadian Account is setup, those required fields for Canadian eCheck will appear.

        Hope that answers your question. Let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          I am trying to do this through FaaS or PaaS, not through the virtual terminal. How can we accomplish this using those methods?

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          • #6
            Any update on this?

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            • #7
              Good day seedsysdev

              For Canadian accounts the check number is optional and may be left blank.

              As for the other information.

              Canadian banks do not use routing number and the bank number and transit number is used. We have only started offering this with iATS as they are the only provider in Canada that offer ACH.

              What you need to do is:

              Routing Number = Bank Number + Transit Number,

              in other words, concatenate the bank number and transit number and use it as Routing number.

              The check number may be left blank.

              Hope that answers your question.
              Regards,
              Click & Pledge Support Department

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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