Main Menu

3. Reordering Checks

Checks: Order Submit

The Order Submit page works in the same way as it did when you placed a check order for a new account. You can review the order and, if necessary, make changes before it is submitted.

For the purposes of this exercise, let’s say the shipping address of the order is to be changed.

  1. Click the "Edit" link to the right of the Personalization header.

  2. You will be brought to the Personalization screen. Note the shipping option currently selected, and click on the drop-down list. If your FI isn’t currently selected as a shipping option, select “Credit Union” or “Bank.”

  3. In the “Attn” box, type your name.

  4. Click the Continue button. You will be brought back to the Order Submit page. Note that you did not go through the rest of the check ordering process.

  5. On the Order Submit page, select “Place Order” from the Order Selection box at the bottom of the page.

  6. Click the Continue button. You will be brought to the Account Switchboard. Since you are in training mode, the order you submitted was not saved. If you had actually placed the order, the status of the order would appear on this page as “Order Accepted – Production Pending.”

  7. Click the Main Menu button to navigate back to the Main Menu so you can continue with the training. The next step will show you how to place accessory orders.