How to Determine if an Account is in ‘Good Standing’ Before Processing a Check Order/Reorder Request

1. Check Horizon XE account notes to see if a check order has already been processed
2. Confirm that the account is active
3. Check HubSpot to see if a ticket has recently been created for a check order

To determine if the account is eligible for the first complimentary check order:

1. In Horizon XE check the account history for previous checks that have cleared
2. Check HubSpot for a previous Check Order ticket