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.
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