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Entering an ACH Payment into the back office

Updated
The Goal: Record an ACH payment made outside of GrowthZone and apply it to an open invoice in the back office.

Before You Begin:

  • Have the ACH payment amount and reference number ready.
  • NOTE: Members can apply ACH payments directly to an invoice via the Info Hub or the payment portal link on the invoice.

Step-by-Step Instructions

  1. Open the customer's contact profile and click the Billing tab.
  2. Click the Actions dropdown next to the invoice and select Enter Check.
  3. Enter the ACH payment amount and include the reference number in the notes area.
  4. Click Done to apply the payment.

Common Pitfalls

  • Using Enter Check for ACH: The back office uses "Enter Check" as the entry point for ACH payments made outside GrowthZone Pay. This is expected — use it even though the payment was an ACH transfer.

 

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