If you need to set up Automated Clearing House (ACH) billing as a payment method, you can do this directly from the web app - as long as you are an Admin for the account. For a full list of accepted financial institutions , click here.
🇺🇸 ACH Billing is only available for Accounts located in the US.
SKIP AHEAD TO:
Update your payment method to ACH billing
Set up ACH billing while adding a new Location
Here's how to update your payment method as ACH billing:
- Login as the Admin.
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Head to your profile picture at the top right of your screen, and select Billing and Plans.
- Once on the Billing page, click on the Subscription to be updated:
- Select Update Payment Method:
- Click the US bank account tab, in the pop-up window:
- Use the search bar to find your bank, or select it from one of the visible options:
- Click Agree to accept the following Stripe terms and privacy policy:
- Next, click Continue and you'll be redirected to a secure page where you can follow the prompts to log into your Bank Account.
- Once your Billing details have been filled in, click Save to complete these changes:
Here's how to update your payment method as ACH payments when adding a new Location:
- Log in to the webapp as the Admin.
- In the left navigation bar, select Settings > Locations/Departments/Roles:
- Click ' + Add Location '
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Enter your Location details, and select ' Add location ' :
- Under the 'Payment method' , select '+ New payment method' from the dropdown menu:
- Select the 'US bank account' tab:
- Use the search bar to find your bank, or select it from one of the visible options:
- Next, click Continue and you'll be redirected to a secure page where you can follow the prompts to log into your Bank Account.
- Once your Billing details have been filled, click Save to complete these changes: