Important Terms:
ACH: ACH is an electronic funds transfer (EFT) between two bank accounts using the Automated Clearing House (ACH) network. It's a secure way to transfer money without using paper checks, wire transfers, or cash
eCheck: Processing a check electronically
FWA: Service Fusion Field Worker App
NACHA: National Automated Clearinghouse Association (NACHA) is a non-profit that works closely with the Federal Reserve, the U.S. Treasury and state banking agency. They manage the ACH network to ensure fast, safe payments and deposits for all U.S. bank and credit union accounts, as well as providing guidelines to ensure the safety of sensitive customer information
OCR: Optical Character Recognition
Best Suited for:
- Service Fusion Payments users who use Automated Clearing House (ACH) in the Field Worker App (FWA)
- Users who receive check payments in the field
Important Information:
- This feature employs Optical Character Recognition (OCR) technology to extract information fields from a check and input them directly into the field worker application on your behalf, eliminating the need for manual entry.
- This is an ACH form of payment and as a result, this is subject to NACHA authorizations and regulation requirements.
Strategic Workflows:
- When your customer wants to present the technician in the field with a check form of payment, the technician can choose to process the check as an eCheck (ACH) form of payment.
- Alleviate the need for the technician to bring the physical check back to the office for the bank deposit to eliminate check handling payment errors.
Process Description:
1. Choose Apply Payment
2. Select the eCheck/ACH option from the drop down
3. Choose the option for Check Capture within the "Bank Account" dropdown
4. Select Agree and continue after getting authorization from your customer to process the payment as an ACH payment
5. Once you agree, the Service Fusion Payments app will open and will allow you to capture the check. The Service Fusion Payments app is initiated, Allow permission to access the camera
6. Use your device's camera to take a clear photo of the front of the check. Review the captured image for clarity and accuracy, then select Submit Check
7. Once you submit the captured check, it will populate the check details, review and make sure that the information is correct, if there is any error then you can edit the details, check the box and press Save
8. Make sure that the payment amount is the amount that should be processed. If everything looks correct, press Submit Payment
9. The screen will update to show that the payment was received
Step-by-Step Instruction:
Choose Apply Payment
Select the eCheck/ACH option from the drop down
Choose the option for Check Capture within the "Bank Account" dropdown
Select Agree and continue after getting authorization from your customer to process the payment as an ACH payment
Once you agree, the Service Fusion Payments app will open and will allow you to capture the check. The Service Fusion Payments app is initiated, Allow permission to access the camera
Use your device's camera to take a clear photo of the front of the check. Review the captured image for clarity and accuracy, then select Submit Check
Once you submit the captured check, it will populate the check details, review and make sure that the information is correct, you can edit the details, if needed, then check the box and press Save
Make sure that the payment amount is the amount that should be processed. If everything looks correct, press Submit Payment
The screen will update to show that the payment was received