Taking an ACH Payment
These instructions describe how to apply an ACH Payment to an invoice in EPASS.
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Before using EPASS Pay ACH to take payments, you must have a signed ACH Authorization form on file between your business and your customers.
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Go to the Details of an Invoice that requires payment. Make sure that you are in Edit mode.
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Click the Payment tab.
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In the Payment Type dropdown, select EPASS Pay – ACH.
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Enter the Amount of the payment, and then click OK.
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Verify the customer’s information, and then click Next.
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Enter and verify the customer’s Account Number, Routing Number, and select the Account Type.
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Click Submit. The ACH payment is processed and added to the invoice.