EFT Payments

Submitted by Bob Henkes on Wed, 01/19/2011 - 10:00

We are attempting to streamline how we handle client's who pay in the office. Instead of having the companies sweep from our bank account and having to deposit the client's check into our account, we are using the companies one time eft sweep of the client's account. My question is, if you use the eft single sweeps, how do you handle the client's check? Do you keep a copy, destroy it, return it, etc.

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Hi Randy Thanks for the post.

Submitted by Bob Henkes on Mon, 01/24/2011 - 13:28.

Hi Randy
Thanks for the post. You lost me on the credit card deal though.

If the person is there we

Submitted by Randy Vogler on Mon, 01/24/2011 - 08:47.

If the person is there we only take the check information. If they have already made out the check we get the info and then void the check and shreed it. If the client is still in the office we will offer to give it back to them. Mike Loguercio at Stone River also introduced my agency to a company called Net Spend that offers pre-paid credit cards. We are in currently reviewing what they offer but if you want I can get you the contact info and you can see if they would work for you.
Have a great day