You can easily process eCheck (ACH) payments using the Quick Charge tile on your Portal Dashboard. This tutorial will walk you through the steps to accept ACH payments from a customer using the Quick Charge tile.
Use the Quick Charge tile to process an ACH payment.
Make sure you have taken care of the following prerequisites before attempting to process an ACH payment with Quick Charge:
You must have a fully boarded account to perform any of the actions described in this use case guide.
You must have access to all of the information required for submitting an ACH transaction: routing number, account number, and account holder information for the customer that you are charging.
Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.
Warning: You cannot access saved customer account information using the Quick Charge tile for ACH payments, you must instead enter the customer’s banking information in the Payment Information lightbox. If you require the use of previously saved customer information during the transaction, use the Create Payments form for ACH processing.
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: The Quick Charge tile and the Create Payment form both allow you to accept a payment quickly and easily. Quick Charge enables you to quickly capture customer and payment information right from the dashboard. The Quick Charge tile only supports Level 1 data. The Create Payment form provides a way to accept a payment and includes the option to enter Level 2 and 3 information.
See the eCheck and ACH Payments page for more information about ACH payments via the Platform.
See the Payment Acceptance page for general information about accepting payments through the Platform.
Process an ACH Payment with Quick Charge
1. Access the Quick Charge Tile
The Quick Charge Tile is located in the upper left-hand corner of the dashboard. You will automatically be directed to your dashboard when you log in to the Platform. You can also access the dashboard from anywhere in the Platform by clicking DASHBOARD in the left-hand navigation panel.
2. Enter the Quick Charge Information
Step 1: Enter the charge amount and customer contact information in the Quick Charge Tile fields.
Step 2: Select ECHECK SALE from the Charge Type drop-down menu.
Step 3: (Optional) To save the customer information for future charges, click the Save Customer Information check box in the lower left-hand corner of the tile.
3. Process the Payment
Step 1: Click PROCESS PAYMENT to advance to open the Payment Information lightbox in the page.
Step 2: Enter the customer's banking information.
Step 3: Click the PAY AMOUNT USD/CAN to complete the payment.
Result: The charge will be processed.
Once the payment is processed, review the following use case guides for additional information on related topics:
Process an eCheck (ACH) Payment with Create Payments: Process a payment that includes Level 2 and Level 3 information using the Process an eCheck (ACH) Payment with Create Payment page.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information using the Process a Card Payment with Quick Charge use case.
Process a Token Payment with Quick Charge: Process a payment from a pre-saved customer payment token using the Process a Token Payment with Quick Charge use case.
Once the ACH payment is submitted with the correct information, the charge will be processed and you can navigate away from the page. You will receive a payment confirmation email, and the payment will show in the table on the Payment History page.
Click the links or items below to access any of the following pages: