Overview
In order for your customer to be able to link their bank, you must have a plan that includes ACH payments or have the add on ACH feature. Once you have the ACH feature, you will be able to send your customers a link so that they can link their ACH via Plaid.
Send Your Customer a Request to Add ACH
If you or your customer want and ACH payment method linked to their account, you can send them a link to do this.
To send them the request, go to the Customer Tab> “Manage Cards/ ACH on File”
How Your Customer Links ACH
Once your customer is in their portal, they click “My Profile” at the top right.
They must require a login in order to link ACH or add a card on file.
Once login required is toggled on, they will be able to click “Add a Bank Account” and start the process of linking their bank through Plaid.
*Please note: The customer will not have the option to pay with ACH but you will be able to charge their ACH for future payments.