You can easily process eCheck (ACH) payments using the Quick Charge tile on your portal dashboard. This tutorial walks you through the steps to accept ACH payments from a customer using the Quick Charge tile.
Objective
Use the Quick Charge tile to process an ACH payment.
Audience
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Notes
You must have a fully boarded Payrix Pro 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.
Important notes
Important!
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 dialog. If you require the use of previously saved customer information during the transaction, use the Create Payments form for ACH processing.
Tips
Tip
You can accept a payment quickly and easily with the Quick Charge tile or the Create Payment form.
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 payments and includes the option to enter Level 2 and 3 information.
Additional Resources
See the tips below to help you get started.
See eCheck and ACH Payments for more information about ACH payments via the platform.
See Payment Acceptance for general information about accepting payments through the platform.
Process an ACH Payment with Quick Charge
Ensure that you complete all steps in the following sections.
Access the Quick Charge Tile
The Quick Charge tile is located in the upper-left 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 navigation panel.
Enter the Quick Charge Information
Enter the charge amount and customer contact information in the Quick Charge tile fields.
Select ECHECK SALE from the Charge Type dropdown menu.
(Optional) To save the customer information for future charges, select Save Customer Information in the lower-left corner of the tile.
Process the Payment
Click PROCESS PAYMENT to advance to open the Payment Information dialog on the page.
Enter the customer's banking information.
Click PAY AMOUNT USD/CAN to complete the payment.
Result: The charge will be processed.
Next Steps
After the payment is processed, review the following use case guides for additional information on related topics:
Process an eCheck (ACH) Payment with Create Payment: Process a payment that includes Level 2 and Level 3 information.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information.
Process a Token Payment with Quick Charge: Process a payment from a pre-saved customer payment token.
Conclusion
After 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.