Taking an ACH Payment

These instructions describe how to apply an ACH Payment to an invoice in EPASS.

Notes

Before using EPASS Pay ACH to take payments, you must have a signed ACH Authorization form on file between your business and your customers.
When taking an ACH payment, the customer's full name is required. This information must be present in the customer account record or entered during the ACH payment.

Go to the Details of an Invoice that requires payment. Make sure that you are in Edit mode.
Click the Payment tab.
In the Payment Type dropdown, select EPASS Pay – ACH.
Enter the Amount of the payment, and then click OK.
Verify the customer’s information, and then click Next.
Enter and verify the customer’s Account Number, Routing Number, and select the Account Type.
Click Submit. The ACH payment is processed and added to the invoice.

See Also​