How do I add eCheck / ACH functionality?

Modified on Tue, Nov 19 at 5:16 PM

Follow these steps to add eCheck functionality for a Customer:

- From the Dashboard, select "Customers."

- While on the "Customers" page, select the Customer who you would like to add eCheck functionality to.

- You will now be on the "Customer Details" page; while on this page, select the "Add / Edit" button located in the "Payment Info" field on the "Customer Details" section.

- When the "Add/Edit Payment Method" pop-up appears, select the "+ Add New" bubble and enter the Customer's ACH info.

- When finished, press the "Save" button.