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.
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. Select Payments from the top menu.
2. Select Customers from the left menu.
3. Use the search box or click to select the customer you wish to add new ACH payment info for. Once you have the customer selected, you will need to click the Customer tab found in the menu at the top of this customer detail page.
4. Near the top right of your screen you should notice an outlined box with the title: Customer ACH Information. Click Edit at the top right hand corner of the box.
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.
5. Fill out the required fields with the customer's information. When finished, select Save.
After completing these steps, you can choose to Auto-Draft your customer's bank account by selecting the Auto-Draft option in the Payment Details section when creating an invoice.
Related Articles:
Adding Contacts to Customer Records
Supported Payments Processors and Gateways
What Your Customer Receives When You Request Payment or Send an Invoice