Using ACH Bank Transfer to Make a Payment

There are two ways to make a payment using your ACH/Banking information.

• Provide your bank account routing and account number
• Sign into your bank via secure Plaid connection

Important Note: To prevent automated debit blocking put in place by some financial institutions, before making a payment with your bank account, you may need to provide your bank with our Payee IDs. Click here to learn more.

Steps for adding bank account and routing number:

1. Sign into your client portal user account (Click Here for Steps to Create User)
2. When viewing the invoice(s), in the Summary section of your checkout, select the Payment Method drop down menu
3. Select "Bank Transfer (Account & Routing #s)" option
4. Select Account Holder Type (Individual or Business)
5. Enter Account Holder Name
6. Enter Account Routing Number
7. Enter Account Number (twice)
8. Click "Save Account" button
9. The Bank Account is now saved and can be used to make a payment now, and in the future.

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Steps for bank account sign in via Plaid:

1. In the "Invoices" tab, navigate to your payment screen when inside the payment portal.
2. For "Payment Method," select "Bank Transfer (bank login)".
3. Follow the prompts on the pop-up:
   1. Choose your banking institution. 
      NOTE: You may need to use the search bar to locate your institution.
   2. Input your username and password for your account.
   3. Choose the specific account you would like to use.
      NOTE: If your bank account is available through the Instant Match feature, you will be prompted to enter your routing and account numbers. You will not be asked this if your account is available through Instant Authentication.
   4. Then "Agree to Terms of Service" and select "Pay" in the payment portal.

Additional Resources:

• What is Plaid?
• What is Stripe?
• Prevent Debit Blocks on ACH Payments