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

Check Horizon XE account notes to see if a check order has already been processed

Confirm that the account is active

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:

In Horizon XE check the account history for previous checks that have cleared

Check HubSpot for a previous Check Order ticket