Enabling eChecks in CoreBridge allows you to quickly process checks directly through your CoreBridge system while also allowing your customers to make eCheck payment through the customer portal. 

Note: eChecks are currently only available when using Fiserv (formerly Clover Connect) as your integrated processor. 

    * For more information on how to enroll with Fiserv, please refer to Fiserv (Formerly Clover Connect) - A CoreBridge Integrated Merchant Services Provider. 

    * If currently integrated with Fiserv, eCheck is an optional add-on to the standard merchant account. If you wish to add Echeck added to your account, complete the following form: CoreBridge | Fiserv. In the "Comments" box, include your current Fiserv merchant ID #, noting that you are interested in eChecks.

Enabling eChecks

Once your eCheck account has been approved, please reach out to [email protected] to have eChecks added to your CoreBridge system. 

After eChecks have been a added to your system by support, they can be enabled and managed by completing the following steps:

1. Navigate to Management Module > Global Settings > Services.

2. Under Merchant Services, click Manage Settings for Fiserv. 

3. Toggle Enable eCheck to ON. 

4. Click Save Settings.

Using eChecks

eChecks can be entered by team members into your CoreBridge system, or by your customers through the Customer Portal. 

To enter an eCheck into your system:

1. Navigate to Sales Module > Orders and select the order you would like to add the eCheck payment to.

2. Click Enter Payment.

3. Select eCheck (online) from the Payment Type dropdown menu. 

4. Ensure eCheck has been selected from the Payment Method dropdown. 

5. Input the desired Payment Amount.

6. Input all eCheck information.

7. Input any needed Payment Notes. 

8. Click Submit Payment.