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  • In the Credit Account Status field, enter one of the following:
    •  Yes, create a live credit transaction - 
    •  Yes, create a pre-note credit transaction.
    •  No, DO NOT create a credit transaction.
  • In the Debit Account Status field, enter one of the following:
    • Yes, create a live debit transaction.
    • Yes, create a pre-note debit transaction.
    • No, DO NOT create a debit transaction.
  • In the Account Number field, enter the account number for the direct deposit clearing account. 
    • If Credit or Debit Account Status is set to Live or Pre-note , then an Account number and an Ach Number has to be entered
  • In the ACH Number field, enter the routing number for the bank where the direct deposit clearing account resides.

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