Navigating SeamlessChex’s System

  • The following article will give you a basic understanding of how to use the seamlesschex portal.
  • Although you have the option to manage everything through Pinwheel, seamlesschex has their own system which you can use for advanced features.
  • Once you start your account,you will be taken to a screen to choose if you want to create a payment link to send to your customer to complete OR if you want to enter the check yourself:

  • If you want your customer to enter their check information, then click “Request Check”
  • Create a check payment link on the “Request a Check” page. 

  • Send the link to your customer to fill out the check themselves.

 

  • Alternatively you can enter the check info for your customer.
  • Enter your customer’s check information on our “Enter a Check” page.

Set-Up is Complete at this point.

Creating a Payment Link

Information Needed:

  • Amount (Optional: in case the customer decides how much to pay)
  • Memo (Optional but recommended)
  • Verification method
  • Recurring payment or not

Once the information is entered you will:

  • Click on the “Create Payment Link.”
  • Copy the link.
  • Send to your customer via email.

 

As always, if you need any help, please let us know at [email protected]