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            Submit a Stop Check Payment Request for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Submit a Stop Check Payment Request for Retail Banking Service Process

            Your service agents can capture and submit a Stop Check Payment request through the Stop Check Payment Omniscript. A case is then created in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up the Stop Check Payment service process: Customize Application
            1. On the customer’s Person Account record page, in action launcher, select the action for raising the stop check payment service request.
            2. Select a financial account.
            3. Select a check or a range of checks for which the payment is to be stopped.
            4. Enter the check and payee details.
            5. Select a reason for stop payment.
            6. Review the stop check payment details and submit the request.

            A case is created in Salesforce for the submitted stop check payment request.

             
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