Adding an ACH Authorization to a Customer's Record

Before using EPASS Pay ACH to take payments, you must have a signed ACH Authorization form on file between your business and your customers.  

EPASS does not generate ACH Authorization forms. It is your responsibility to create a suitable form that you can use with each ACH customer. Follow your local and state laws and consult with your financial institution to create a form that you can use with your customers before using EPASS Pay ACH.

For reference, an example of a standard ACH Authorization form can be viewed here: https://www.nacha.org/system/files/2021-07/DP-Authorization-Form.pdf

A good practice is to create a digital copy of the signed ACH Authorization form and then attach it to the customer’s record in EPASS. This way, if proof of the signed form is needed, you can quickly access and view a customer’s signed form.

Attaching an ACH Authorization to a Customer’s Record in EPASS

Follow these steps to attach the signed ACH form to a customer’s record.

1. Create a digital copy of the signed agreement by scanning it or taking a picture of it with a mobile device, and then transfer the file to a computer running EPASS.

2. In EPASS, go to Customer > Maintenance.
3. Search for the customer’s record. Select it from the list of search results, and then click Edit.

4. Click the Documents tab.

5. Click Add.

6. Click the Documents Browse button, locate the file, and then click Open.

7. Click OK.

Now that the signed form is attached to the customer’s record, you can view it by clicking the Show Document button.

See Also

• Adding an ACH Payment Type
• Example: ACH Authorization Form