Setting up a Customer Payment Processing Profile for ACH Payments

How to configure processing for ACH

To add a bank account for that customer, go to the Bank Accounts tab on the Profile Maintenance window, and click “Add Bank Account”. 

Enter the account information for the customer’s bank account and click the default checkbox if that is the customer’s default account. Click Save. 

Click Save on the Profile Maintenance form. 

After you have saved, click Close. This message will pop up: 

Since you have already saved, click No. This will close the form.