How to Setup ACH Billing

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.

⚠️ Billing-related changes are not accessible from the mobile app. Please ensure that you sign in, as an Admin, from app.7shifts.com when making any billing updates. 

🇺🇸 ACH Billing is only available for Accounts located in the US.

Here's how to update your payment method as ACH billing:

  1. Login as the Admin.

  2. In the top navigation bar, hover over My Account and select Billing and Plans:

    Screen_Shot_2022-06-07_at_11.54.08_AM.png

  3. Once on the Billing page, click on the Subscription to be updated:

    Screen_Shot_2022-06-07_at_11.56.09_AM_copy.png

  4. Select Update Payment Method:

    Screen_Shot_2022-11-05_at_12.09.19_PM.png

  5. Click the US bank account tab, in the pop-up window:

    Screen_Shot_2022-12-08_at_9.49.54_AM.png

  6. Use the search bar to find your bank, or select it from one of the visible options:
    Screen_Shot_2022-11-05_at_11.54.30_AM.png
  7. Click Agree to accept the following Stripe terms and privacy policy:

    Screen_Shot_2022-11-05_at_11.56.40_AM.png

  8. Next, click Continue and  you'll be redirected to a secure page where you can follow the prompts to log into your Bank Account.

  9. Once your Billing details have been filled, click Save to complete these changes:
    Screen_Shot_2022-12-08_at_9.38.24_AM.png

 


Here's how to update your payment method as ACH payments when adding a new Location:

  1. Login as the Admin.

  2. In the top navigation bar, hover over the 7shifts logo > select Locations/Departments/Roles:

    Screen_Shot_2022-12-08_at_9.42.11_AM.png

  3. Click ' + Add Location '


  4.  Enter your Location details, and select ' Add location ' : Screen_Shot_2022-12-08_at_9.43.38_AM.png
  5. Under the 'Payment method' , select '+ New payment method' from the dropdown menu:

    Screen_Shot_2022-12-08_at_9.44.44_AM.png

  6. Select the 'US bank account' tab:

    Screen_Shot_2022-12-08_at_9.49.54_AM.png

  7. Use the search bar to find your bank, or select it from one of the visible options:
    Screen_Shot_2022-11-05_at_11.54.30_AM.png
  8. Next, click Continue and  you'll be redirected to a secure page where you can follow the prompts to log into your Bank Account.

  9. Once your Billing details have been filled, click Save to complete these changes:
    Screen_Shot_2022-12-08_at_9.38.24_AM.png
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