How do Telecheck/Echecks as Payment Method work in OrderLogix?

Module: Payment Processing

Topic: Telecheck/Echecks as Payment Method

Version(s): 5.1 & Up

Editions: All

How do Telecheck/Echecks as Payment Method work in OrderLogix?

Basically, what happens is:

Setup Payment account

if payment processor = Auth.Net ECheck - RealTime, Default Client Export Spec must also = Auth.net eCheck Batch - Real Time
if payment processor = Signapay ECheck - RealTime, Default Client Export Spec must also = Signapay eCheck Batch - Real Time

Setup Import
Set Default Echeck account from step 1 on Campaign
Schedule Payment batch with Automatically Process checked

this must be checked to export the transactions to the gateway

Add Telecheck to script as payment method
Create Order

order will create with no pre auth regardless of setting checked on script

Allow payment processing to run

this can be scheduled as often as you like but last run needs to be before step 8 import
the following jobs must be scheduled/run in order

prepayment processing
payment batch must be created
Payment batch must be processed/exported

the transaction(s) will receive an auth code
items will move to Item Awaiting Authorization

Allow check approvals Import to run

Moves items to Item Ship Ready or Item Decline

How does this relate to Continuity/Subscriptions?

System Preferences has a setting to allow Telecheck as an eligible payment method for continuity/subscription orders. You must reach out to your vendor to make sure they allow recurring transactions on Tele/Echecks and ask if they have additional requirements for this process.

Tele/Echeck orders create using check number/information from original/initiating order. We recommend taking into consideration any time delay/constraints with processing Tele/Echeck orders in your system for continuity/subscription (approvals can take 24-72 hours). You may want to advise customers to set the reorder time a day or two earlier than desired to allow for payment processing.

What if the transaction Declines?

If a Tele/Echeck transaction declines, the order must be manually resubmitted. The system will not resubmit Tele/Echeck orders via prepayment processing, only credit card orders. If an agent manually processes an order for Tele/Echeck from Order Detail Screen they must also process the batch manually for the transaction to export to the gateway. Once the batch has been processed the item status will move to Item Awaiting Authorization. On the next scheduled run, the check approval import job will review transactions on the gateway and mark the transaction approved or declined in OrderLogix (this may take 24-72 hours).

Revised 4.29.2026