ACH is another payment option that allows you to set up subscription payments using a bank routing and account number for either a checking or savings account.
This payment method can save you and your staff time as ACH payment methods don't have an expiration date. In addition, the processing fees are less for ACH payments.
Important Note: ACH is an applicable payment method when processing a single Retail payment as long as the existing client already has it listed as a payment option. It will be a listed option when you click Credit Card on the Retail system.
How To Add an ACH Payment Method to Membership Billing:
Go to the Contact Profile.
Select the Billing section and click on the Payment Methods option.
Click the +Add bank account tab.
4. Add the payment details.
a. Bank Account Number
b. Routing Number
c. Holder Name
d. Account Type ( Bank Checking or Bank Savings)
Pro Tip #1 for US location: If using a checking account the bank routing number is the first set of 9 numbers on the bottom of the check. The second set of numbers is the checking account number. It is recommended that you double-check to ensure the check number is not included in the account number when taking the information from a check.
Pro Tip #2 for Canadian location: Canadian Bank routing numbers include the location of the bank's branch. Routing number must be 9 digits so if the institution number is 3 digits you will just need to add a 0 at the beginning.
Check this article to learn more: How to Set Up ACH Payment Method for Canadian Location
5. Add the billing details.
6. Click Add Payment Method.
* You have the option to make ACH your primary payment method.