The check scanner reads basic information from a check and enters it into the appropriate boxes in the Add Contributions page of Breeze.
It will read and input:
- Account number
- Check number
It will not read:
- Memo line
How it works
Ensure that it is plugged into the wall and the computer. Make sure the green light is on.
Make sure that on the Add Contributions page, you have selected "Check Scanner" as the entry method.
Simply feed a check (right side up) into the left side of the check scanner. The check will go through the scanner and come out the other side.
When it scans, it looks for previous contributions using the same account number. If it finds one, it makes the association. Associations are not stored in the Associations section of Breeze.
The first time a person's check is scanned
When a person's check is scanned for the first time (i.e. there are no previous contributions with that account number), you will be prompted to enter a name for that check.
Enter a name and amount, then click Add Contribution.
When a person's check is scanned (not the first one)
When a person's check is scanned (and there are previous contributions with that account number), Breeze will automatically input the name of the person you associated it to the first time. Keep in mind, this association is made by the account number.
All you have to do at this point is enter the amount and click Add Contribution.
Note: If you enter the wrong person you will need to do two things: 1. Edit the contribution to the correct person. 2. You will then delete the association. The next time you scan that check it will prompt for the person association.
Why isn't it working?
There are a few basic things that can cause the check scanner function in Breeze to not work properly.
The customer is using the wrong check scanner
Breeze only supports one check scanner: the Mini MICR, 3-Track MSR, MICRSafe USB Keyboard Wedge (22551002). Older/different models are not supported, and thus we are not able to guarantee that they should work with Breeze.
The checks are uniquely/differently formatted
The check scanner is programmed to read the standard format of checks. Some smaller banks format their checks differently. Running it through the check scanner will cause numbers to be input in the wrong places. This is not a Breeze issue; it's an issue with the format of the check.
It is possible to reprogram the check scanner to read a different format, but it is not advised because then it will not read the standard format correctly.
Someone's check did not associate because it is coming from a new account
If someone has multiple checking accounts and has already given from one, that association will be in Breeze. If they give from a different account, however, they will need to associate that one as well (since the association is made by the account number).