EFT Payment Processing

Submit EFT Files

As with credit card files, you may also upload EFT files in .csv or .txt format, using the Upload button on the home page.

If you are set up to view processed EFT, the EFT tab will be visible after you log in. This tab provides you with three search options:

Batches: allows you to search for batch files
Payments: allows you to search for any individual payments using the advanced search option
Returns: allows you to search for any returned items from supported banking jurisdictions
Please contact Client Support to obtain a list of available countries.

To view transactions under any of these categories:

On the EFT tab, go to Batches, Payments or Returns.
You may search for a specific account number, or if you wish to refine your search, you can provide the tracking number, the amount, or the payment routing number, using the Advanced search option.
Select a date range, and CLICK Search.
To view details of a processed item, CLICK on the Tracking Number. For returned items, it will also display the reason for the return.
To export information to a file, select one or more payments (to select all payments on a page, CLICK on the green icon next to the tracking number) and then CLICK the Download button. You will be prompted to Open or Save a .zip file which contains the information you have selected in .csv format as well as each payment’s Status field and a TrackingNumber. It may also contain .png files, which correspond to check images, if your search was done using the Checks tab. Please note that if your search has produced more than one page of information, you will need to download each page separately.

EFT payment search

EFT payment details