Who can use this feature?
- More information about Pike13 Plans and Roles
Sometimes called auto-drafts and bank drafts, Automated Clearing House (ACH) provides a means for taking electronic payments directly from a bank account.
When ACH payment processing is active, only staff can store clients' bank account information securely so you don't need to re-enter it for each purchase. Clients cannot add or edit their own bank account info in their client profile. This must be managed on the staff side.
In this article
Apply for ACH payment processing
To accept ACH payments, please reach out directly to your merchant processor. Your merchant processor will be able to advise you on rates and how to add ACH payments to your current merchant account.
Confirm that you can accept ACH payments
- At the top of any page on your Pike13 staff site, click Settings then select Advanced Settings.
- In the right menu choose Accepted Payments, and then check that ACH is listed with a green checkbox.
- If you see ACH with a green checkmark, ACH payment processing is turned on.
- If you have applied to accept ACH payments through your merchant processor and do not see the green check mark, contact email@example.com.
Manually enter a client's ACH info
- In a person's client profile, click on Payment Methods
- Select Add New Bank Account.
- Enter Bank Name, Account Number, and Routing Number, choose the Account Type, and then click Save.
For customers in Canada, please add in the Institution Number (3 digits) followed by the Branch Number (5 digits) for the Transit/Account Number. Both of these fields are on a physical check, but they are in reverse order. In some cases, you may need to add a 0 to the front to make it a 9-digit number as we use in the US.
Once an ACH payment is processed the status of the invoice is immediately moved to closed. If the ACH payment fails when processed by Integrapay, the failed payment information is not sent back to Pike13. Australian customers accepting ACH payment will need to check with Integrapay to identify failed ACH payments.
Processing ACH Payments
Once an ACH payment is processed the status of the invoice is immediately moved to closed. If the ACH payment fails the invoice will be reopened. In rare occasions, the invoice may already be cancelled when the payment fails. In this case, the invoice cannot be reopened and will remain cancelled.