IN BRIEF
The PAYMENTS>“eCheck Returns” view displays eCheck transactions that were declined or returned due to insufficient funds or other processing issues. From this page, administrators can review return details, search for specific transactions, and filter results by date range to monitor returned payments.
- Overview
- Accessing the Feature
- Step-by-Step Instructions
- Troubleshooting & FAQs
- Related Articles
Overview
The “eCheck Returns” view is designed to help administrators monitor eCheck payments that were not successfully processed.
This page:
- Shows only eCheck transactions that were returned or declined
- Displays summary totals at the top of the screen
- Provides detailed information for each returned transaction
- Allows searching and filtering to quickly locate specific entries
At the top of the page, you will see:
- Total eCheck Returns: the number of returned eCheck transactions within the selected date range
- Total Return Amount: the combined total dollar amount of those returned eChecks
Below the totals, a table lists each returned eCheck entry with the following information:
- Transaction ID
- Amount
- Reason
- Family Name
- Received On
Selecting the magnifying glass icon to the left of an entry will display additional details for that specific eCheck transaction.
Accessing the Feature
- From the main navigation menu, go to PAYMENTS.
- Select “eCheck Returns”.
Note: The PAYMENTS area is only available for customers who have been migrated to iClassPro’s new payments platform.
Step-by-Step Instructions
Reviewing Returned eChecks
- Navigate to PAYMENTS>“eCheck Returns”.
- Review the totals displayed at the top of the page:
- Total eCheck Returns
- Total Return Amount
- Locate a specific transaction in the table below.
Searching for a Specific Return
You can narrow results using the search field at the top of the page by entering either the Transaction ID or Return ID.
The results will update to match your search criteria.
Filtering by Date Range
Define a date range to limit results to returns that were processed within specific dates (i.e., the date the eCheck was returned – not the original transaction date).
The page will refresh to display only returns within the selected range.
Adjusting the Pagination View
If you need to view more entries at once:
- Use the Pagination view in the upper-right corner above the table.
- Adjust the number of results displayed per page as needed.
When Should I Review This Page?
- After receiving notification of a returned eCheck
- When reconciling returned payments
- When following up with families regarding insufficient funds
- During end-of-month payment reviews
eCheck Return Details
Select the magnifying glass icon to view additional details for that return. Each entry contains:
- Transaction ID
- Received On
- Amount Returned
- Reason for Return
- Original Payment information
- Created At
- Payment Type
- Original Payment Amount
- Timeline
Troubleshooting & FAQs
-
What does it mean if an eCheck appears in this view?
- The eCheck was returned by the bank due to insufficient funds or another processing issue and was not successfully deposited.
-
Can I reprocess a returned eCheck from this page?
- No. This page is for review purposes only. Any follow-up action, such as collecting payment again, must be completed through the appropriate payment workflow.
-
Why are my totals different from what I expected?
- Totals reflect only the returns within the selected date range. Adjust the date filter to ensure you are viewing the correct timeframe.
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Can I search by family name?
- The search field allows filtering by the Return ID or the original Transaction ID. To locate returns by family, review the table entries, adjust the date range as needed, or use CTRL+F (Command+F on Mac) to search for text that is displayed on the page.
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Can I export this view?
- No. However, you can get the same information by filtering the PAYMENTS>TRANSACTIONS view by the “ACH_RETURN” type and you can export from there.