There are several different areas in the database that will allow customers to enter their ACH bank information instead of entering a credit card number. This is available to GrowthZone Pay customers only.
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IMPORTANT: Staff cannot enter the ACH information on behalf of a customer. Due to privacy restrictions, only customers can enter their bank information. When they enter their information through the Info Hub, microdeposits will be verified. When entered through a module form (such as those pictured below), they will be directed to their personal online banking platform. |
Customers will need to have an online banking platform already created with their bank. When choosing their bank from the drop-down, their online accounts will become available for their selection. The ACH payments are then recorded under a Contact's Billing tab as Payment - Bank. If the bank is not listed, the customer would need to pay with a credit card.
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Events
The event registration form allows customers the option to pay by ACH.
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Fundraising
A Fundraising campaign will have the ACH option available at the end of the donation form.
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Info Hub
Members have the ability to add their bank account in the Info Hub by selecting Actions under My Billing Info. On the Edit Payment Information screen, they can select US Bank Account. See related article: Store Bank Account/ACH Profile in the Info Hub
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Membership Application
At the end of the membership application, ACH will be an available option for payment. Customers would enter their bank account information and select Enroll in Autopay. The ACH is processed dependent on the settings chosen under Edit Membership Application Form such as Automatically Approve Applications or Capture Payment Profile and Charge on Approval. See related article: Setting Up and Managing Autopay.
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NOTE: Credit Card must be enabled under Membership Type Pricing in order for ACH to be opened and available on the application.
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Store
Customers can select their Store products and when prompted to Proceed to Checkout, an ACH payment option will appear.
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Web Content
If you are charging for Web Content, the ACH option will appear on the Payment Information screen.
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Related Articles
- Process Refunds - ACH - Integrated
- Setting Up and Managing Autopay
- Store Bank Account/ACH Profile in the Info Hub
- Methods of Payment