The banking industry is complex. Their are tons of different account types, banks, and permissions. Here are a couple tips for smoothing out the process.
- Have your organization provide their bank with your Location ID (MID). MID = Merchant ID. This is the 6 digit ID that Forte assigns you.
- Make sure your organizations have attached a checking account to the system. There will often times be many deposits and in the case of refunds, some withdrawals. Saving accounts do not respond well to that much activity.
- Ensure your organization has authorized automatic withdrawals from their bank accountant. If they haven't, the system will try to grab money for a refund and have it be denied.