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 7shifts web app - as long as you are an Admin for the account.

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

Update Your Payment Method to ACH Billing

1. Log in to the web app as the Admin.

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

3. Click the edit 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) Click here to learn how to enter your bank details manually.
7. Select your bank using the search bar, or select it from one of the visible options.
8. Click Agree to accept the following Stripe terms and privacy policy.
9. 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 billing details have been filled in, click Save to complete these changes.

Update Your Payment Method 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. Select + New payment method from the dropdown menu:
   
   
   
   
6. Select the US bank account tab:
   
7. (optional) Click here to learn how to enter your bank details manually.
8. Select your bank using the search bar, or select it from one of the visible options.
9. 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 billing details have been filled, click Save to complete these changes.

Manually Enter Bank Details

Follow these steps if you are adding a new payment method and want to enter bank details manually:

1. Select Enter bank details manually instead to type in your bank account details. This includes your routing and account number.
   
2. Once entered, it will be listed under your Unused payment methods waiting for you to complete verification.
3. Within 24-48 hours, two verification codes will appear in your bank account transactions.
4. When they are available, click Complete verification in the app and follow the on-screen prompts to securely verify your bank account details.
   
   

   ⚠️ Verification codes expire after 10 days. If they aren’t used within this time frame, you’ll need to re-enter your billing information to generate new codes.

   
5. After verification, head back to your subscription settings and select the ACH account to activate it for payments.