To stop payment on a range of checks, do the following: 

1. In Xperience, click Customer & Account Inquiry.
2. Search for the account.
3. Click History.
4. From the item drop-down menu, choose Checks. 
5. View the listing. 
6. If the check has not posted, then you can stop payment on it.
   
7. Navigate to the Xperience > Products tab. 
8. Click SilverLake > SilverLake. The SilverLake menu displays.
9. Click the Streamline Platform folder > Recall existing accounts from core.
10. On the Inquiry/Website Selection screen click Ok.
11. From the Application drop-down menu, choose the application type. 
12. In the Account Number field, enter the account number.
13. Select or type in the platform type  *MO. 
14. Click Ok until the Optional Record Items pane appears.
    
15. Select Stop Pay/Holds. 
16. Click Ok 3 times.
17. Enter values in the following fields:
    • Line 5 - Verify Check Has Not Been Paid
    • Line 10 - Stop Pay Fee
    • Line 20 - Date Placed
    • Line 30 - Request Received
    • Line 60 - Time Accepted
    • Line 70 - AM or PM
    • Line 80 - Remarks (Reason)
    • Line 85 - Leave Blank
    • Line 95 - Stop Type - Single 
18. Click Next Records.
19. Enter values in the following fields:
    • Line 100 - Expiration Date - LEAVE BLANK
    • Line 120 - Date of Check or ACH Debit
    • Line 130 - Check Number - Low
    • Line 140 - Check Number - High
20. Click OK.
21. To upload an optional record, select Yes.
22. Click Submit.
23. To complete the Stop Payment click on the appropriate accordion.

    • Retail

      1. The stop payment prints to the Streamline printer (be sure to select your designated printer).
      2. If you want to create the stop payment record, then click Yes > OK.
      3. Ensure the stop payment shows on the client’s account under Stops/Holds.
         • If the stop payment is not showing on the account, it did not upload.
         • Recall the account in account maintenance and upload the stop payment.
      4. Complete the Stop Payment Request form.

      Note: For clients requesting a stop payment by phone, the associate MUST do the following:

      • Indicate "per client phone request" in the signature field of the Stop Payment Form
      • Mail a copy of the Stop Payment form to the client
      • Scan the original Stop Payment form with your daily work following current document imaging procedures.

      Delete

      CSC - In Office

      1. Ensure that your streamline printer name is selected (should be your desktop printer, or you may select the group printer named B2021P01SL).  
      2. Change the number of copies to print to 1.
      3. Click OK.
      4. Check for the printed Stop Payment form on the printer.
      5. Apply the scan sticker to the top left corner of the form.
      6. Stamp with the GLBA Verified stamp on the line shown below. 

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      CSC - Remote

      1. Click View Documents, instead of selecting the print option.
      2. Using the client's last name and the date you are completing the stop payment, save the PDF (for example: Brooks 093021)
         • Note: It is advisable to have a PDF folder on your desktop to collect these.
      3. In StreamLine, click Continue Without Printing.
      4. Email the Correspondence team following the example below.

      Delete

      
      

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