Saving a client’s ACH account information

A client’s ACH information can be saved to their profile as a payment method. This information can be saved by adding an ACH account to a client’s profile, or by choosing to save ACH account information at checkout when making a sale. To enable ACH as a payment method for your business, see Enabling or disabling payment methods.

You can enable a setting which automatically saves a client’s ACH account during checkout in the store. Even if this option is enabled, staff members can override this setting at checkout on a client’s behalf.

To learn how to do this for credit cards, see Saving a client’s credit card information.

NoteWhen no default payment method is selected and a client is automatically billed, the most recent credit card or ACH payment method saved to the client’s profile will be used by default. If the client does not have a recent credit card or ACH payment saved to their profile, their account balance will be used.

NoteIf your business has multiple locations but uses a different merchant processor at one or more location(s), clients’ ACH and other billing information will be stored separately for each location. In this situation, if you want to change a client’s billing information, you must open the client’s profile and apply changes in each business location.

NoteDepending on your region, merchant processors may not accept ACH as a form of payment.

CautionImported ACH accounts may not follow the business rules configured in your store settings.

In this article:

    To add or modify a saved ACH account on a client’s profile:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Billing & Account Balance.
    5. On the Billing & Account Balance page, add or modify an ACH account:
      • To add a new ACH account, click ADD ACH ACCOUNT.
      • To modify a client’s ACH account, find the ACH account you want to modify and click EDIT. Under Billing information, select Add New Billing Address to enter new billing information for the ACH account.
    6. Enter or change the client’s ACH account information.
    7. Click SAVE.
      • If more than one payment method is saved to the client’s profile, you will have the option to set a default payment method. Select the Set as default payment method under the payment method you want the client to pay with by default.

    To save an ACH account at checkout:

    1. Make a sale.
    2. Under Select a Payment Method, click ACH.
      • To add an additional ACH account to a client’s profile, click ADD NEW.
    3. Enter the required ACH account information.
    4. Configure the following options as needed:
      • To save the payment method to the client’s profile, set the Save Payment to Client Profile option to ON.
      • To make this the client’s default payment method, set the Default Payment Method option to ON.
      • To apply a payment plan, set the Apply payment plan option to ON. For more information, see How to apply a payment plan at checkout.
    5. In the Shopping Cart, click Complete to finish the transaction.

    To enable saving an ACH account by default:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Store configuration.
    5. On the Store configuration menu, click Store settings.
    6. Under Save Banking and Credit Card Information, set the By default, client banking and credit card information will be saved when a staff member makes a sale to the client option to ON.

    To remove a saved ACH account from a client’s profile:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Billing & Account Balance.
    5. Find the ACH account you want to remove and click the Remove button .
    6. In the confirmation popup, click OK.
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