How to Store Payment Info for Auto-Draft in Customer Records

NOTE: Written authorization is required per NACHA regulations in order to automatically draft a customer’s account. Below is attached a link to a downloadable form that can be used in acquiring written consent. Please keep this form for your own records. Your proof of authorization may be requested by the financial institution at any point in time. 

 Authorization Form

 

One of the core features of FINSYNC is allowing transactions between you and your customers to be streamlined to be a quick and easy as possible. One of the ways FINSYNC does this is by allowing you to store your customer's payment information if they give you authorization to do so. You have the option to toggle on Auto-Draft for any customer that you have stored payment information from. 

Before proceeding, be sure that you have both you customers bank account number as well as the routing number. Both of these can be found on a paper check.

Follow these steps to store a customer's payment info:

1. Click on the Payments in the top menu. 

2. On the left side of your screen, you will find Customers in the menu options underneath Income. Click Customers.

 

3. Search for the customer by using the search bar near the top of the table. Or you can find the customer from within the table. When found, be sure to lick the row of the customer for whom you want to store payment info.

 

4. When clicking on the customer row, the default landing page will be all of the Activity associated with that customer. You will need to click on the Customer tab found in the menu bar at the top of this customer detail page.

 

5. Near the top right of your screen you should notice an outlined box with the title: Receive ACH Payment. You will need to click Edit

 

NOTE: Written authorization is required per NACHA regulations in order to automatically draft a customer’s account. Below is attached a link to a downloadable form that can be used in acquiring written consent. Please keep this form for your own records. Your proof of authorization may be requested by the financial institution at any point in time. 

 Authorization Form

6. Fill out the required fields with the customer's information, including the customer's information for Bank, Account #, Routing #, and Account Type. When finished, click Save.

 


 

After completing these steps, you can choose to Auto-Draft your customer at the time of invoicing.