Simple ACH can only be used if a merchant is set up to process an Automated Clearing House (ACH) transaction. Contact your processor to enable Simple ACH transactions in your account.
To process a Simple ACH, go to ‘Transactions’ on the side menu bar and select ‘Simple ACH’ form the drop down menu.
Enter Payment Information
Enter the customer’s information including the Name on Check, Routing Number, and Account Number. The Tax Amount, Check Number, License ID, State, Phone Number, ACH Format, and the Account Type fields are all optional.
To reveal additional fields (Company Name, Customer ID #, Invoice #, PO #, Order ID, and Description), click the drop down arrow on the top left side of the 'Customer Email' field.
To email the receipt to your customer, enter their email on the ‘Customer Email’ field.
To send a report of the transaction, enter your email on the ‘Merchant Email’ field.
Once all desired fields have been entered, click 'Process ACH'. A pop up window will appear with one of the three responses: 'Transaction Approved', 'Transaction Declined' or 'Error'.