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Manage Check Deposit Requests

If you offer this as part of your services, when you receive a Check Deposit request, a customer is asking for your help in depositing a check on their behalf into a bank of their choice.

To complete a Check Deposit request for a customer, follow these steps:

  • Log into your Dashboard using the desktop & click on the number notification in the Checks box

  • Click on the line item for the customers request to open up the request 

  • Upon opening the request, you'll be able to see a large view of the front mail item

  • At this point, you'll need to get in touch with the customer directly to obtain their bank name and account number in a secure manner.

  • After you've touched base with the customer and secured their bank name and account number, you're ready to endorse the back of the check with "for deposit only" and prepare it for deposit.

  • Depending on your preferences & what is available around your location, you can either drop it off at the bank or send it in the mail.

  • Once you've deposited the check, simply navigate back to the request and click on the blue button to mark it as Completed.

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