Our Answer:
If you utilize a lock box bank for homeowners to send payments to, you will need to get bank approval on the scan line before placing live orders. This is to ensure the scan line is programmed correctly and will allow the bank to successfully scan each payment that comes in.
The bank testing and approval is straightforward and generally completed within 5-7 business days. See below for a step-by-step guide to bank testing using the Page Per Page online ordering site.
Step 1
While placing a financial mailing (coupon book or statement), select the ‘This is a Bank-Test Mailing’ option at the bottom of the Overview page, and fill out the bank contact fields that appear.
Step 2
Continue placing the rest of your bank-test order. Please note that this order is just used for testing purposes, and will NOT be printed and mailed.
Step 3
Once the bank-test order has been placed, Page Per Page programs the scan line based on the client’s bank specifications.
Step 4
Client receives initial proof, and can either request changes or approve to send to the bank for final testing.
Step 5
After approval, Page Per Page emails the order to the client’s bank contact, provided during the ordering process.
Step 6
The bank tests the scan line and either sends approval or requests for changes back to Page Per Page.
Step 7
The bank tests the scan line and either sends approval or requests for changes back to Page Per Page. If changes are required, Page Per Per Page will make the changes and send a new proof to the bank, until approval.
Step 8
Page Per Page updates the order status to ‘Approved’, the client is all set to place live financial mailing orders!
