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Adding ACH Info for Your Customer

If your customer is having issues linking their bank or simply wants you to set it up for them, you can do that by going to the customer tab>customers.

Search for the customer you’re adding the bank information for.

Click the pencil button for that customer.

You will see an area like this to add the bank information.

You will need: the routing number, bank account number, the account holder’s name, the account type (individual or business) and the email they want their verification email sent to.

Once you enter the information the customer will receive an email to verify the bank account being added.

It will ask for the two small amounts that were deposited into the account that was added. It can take 3-5 business days for the deposits to appear in the account. We highly recommend having your customer link their account when possible to prevent delays and confusion.

Updated on December 17, 2022

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