We have had a customer write bad check with us. He's since paid us, but he was not all that cooperative in getting payment to us to cover the check. We are hapy doing business with him if he's paying with cash or credit cards, but don't want to take checks from him.
Is there any way to either have: A) an alert pop up when his account is selected statinf that checks are not allowed, or B) make it impossible for checks to be accepted on his account?
Hi Meralee,
Would you be interested in custom alert solution?. if so please drop a email.
Regards, snipped-for-privacy@hotmail.com
"Meralee" wrote:
Manager | Database | Checks | New | Account number and Account name: select OK to accept, Call manager, or Do not accept Craig
It can be done, but it will force you to verify all checks (and this does not mean verify in the way the bank acct is actually hit, but rather your db). I will try to explain here along with the steps:
Begin SO Manager>
Database>
Checks>
New>
Enter the following info for checks you will NOT accept: - Account Number = Checking Acct #, not Cust # - Account Name = Customer name or similar - Status Code = Do not accept Click OK once complete>
Database>
Tender Types>
Highlight Check tender>
Properties>
Verification Tab>
Check Verification = Open: Accept checks not listed in the database>
Click OK>
Click OK again>
Close SO Mgr>
Z-Out SO POS>
Close SO POS>
Reopen SO POS
Verification is now set on the check tender type. When any customer pays by check, after selecting the amount of tender they will pay and pressing OK> a window will present requesting the following info: - Transit Number (aka. Routing #) - Account Number (checking account #) - Check Number - Drivers License Number - State - Birth date
If your customer is paying with a checking account number that is listed in your SO Mgr db as "Do not accept", and error code of "Do not accept" will be displayed and not allow the sale to continue.
I have tested not entering any info in this section excluding Account number, and it allows the sale to process assuming the account number is not flagged as "Do not accept". However, I would recommend entering all of the requested info, because it just gives you a stronger base and ensures your cashiers are checking IDs, etc.
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