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. For a full list of accepted financial institutions , click here.

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

1. Login as the Admin.
   
   

2. Head to your profile picture at the top right of your screen, and select Billing and Plans.
   

3. Once on the Billing page, click the pencil icon next to the Subscription to be updated:
   
   
   
   
4. Select Update Payment Method:
   
   
   
   
5. Click the US bank account tab, in the pop-up window:
   
   
   
   
6. (optional) Non-trial Accounts can select Enter bank details manually instead of typing in your bank account details. This includes your routing and account number.
   
   Once entered, it will be listed under your Unused payment methods waiting for you to complete verification. Click Complete verification and follow the on-screen prompts to securely verify your bank account details:
   
   
7. Use the search bar to find your bank, or select it from one of the visible options:
   
8. Click Agree to accept the following Stripe terms and privacy policy:
   
   
   
   
9. Next, click Continue and you'll be redirected to a secure page where you can follow the prompts to log into your Bank Account.
   
   
10. 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:

1. Log in to the web app as the Admin.
   
   
2. In the left navigation bar, select  Settings > Locations/Departments/Roles.
   
   
3. Click + Add Location.
   
   
4. Enter your Location details, and select ' Add location ' :
   
   
   
   
5. Under the 'Payment method' , select '+ New payment method' from the dropdown menu:
   
   
   
   
6. Select the 'US bank account' tab:
   
   
7. (optional) Select Enter bank details manually instead to type in your bank account details. This includes your routing and account number.
   
   Once entered, it will be listed under your Unused payment methods waiting for you to complete verification. Click Complete verification and follow the on-screen prompts to securely verify your bank account details:
   
   
8. Use the search bar to find your bank, or select it from one of the visible options:
   
9. Next, click Continue and  you'll be redirected to a secure page where you can follow the prompts to log into your Bank Account.
   
   
10. Once your Billing details have been filled, click Save to complete these changes: