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

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

Info
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:
  1. Setup Payment account
  2. Setup Import
  3. Set Default Echeck account from step 1 on Campaign 
  4. Schedule Payment batch with Automatically Process checked
    1. this must be checked to export the transactions to the gateway
  5. Add Telecheck to script as payment method
  6. Create Order
    1. order will create with no pre auth regardless of setting checked on script
  7. Allow payment processing to run
    1. this can be scheduled as often as you like but last run needs to be before step 8 import
    2. the following jobs must be scheduled/run in order
      1. prepayment processing
      2. payment batch must be created
      3. Payment batch must be processed/exported
        1. the transaction(s) will receive an auth code
        2. items will move to Item Awaiting Authorization
  8. Allow check approvals Import to run
    1. 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).


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Revised 4.29.2026