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Adam Smith
Clients can now save
both a credit card and a bank account
(ACH) on file, giving them greater flexibility for payments. When both are available, the system will automatically prioritize using the
bank account
for automatic charges such as invoicing and recurring payments.
How It Works
  • Businesses can set up separate gateways for
    Integrated ACH Processing
    and
    Integrated Credit Card Processing
    at
    Billing > Billing Settings > Online Payments
    .
  • Clients can enter and save both
    Credit Card
    and
    Bank Account
    information.
  • When an automatic payment is processed, the system will
    use the bank account
    if one is available. If no bank account is available, the credit card will be used.
  • When clients make
    manual payments
    , they can choose between their saved credit card or bank account.
Additional Notes
  • ACH payment processing currently requires an
    Authorize.net eCheck
    account.
  • Credit card and ACH setups are independent within the system.
  • Support for additional ACH processors will be added in the future.