Operations AR - Set Up ACH Payment Methods (Global)

1. Click "System"

   There are a couple of settings you need to update in order to enable ACH payment globally for customers. To start, navigate to "System" in the Operations portal.

   

2. Click "Settings"

   Then, click "Settings". To access and edit settings, you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “settingEdit” and “settingView”.

   

3. Enter the term "global" in the "Search..." field

   To help narrow down the setting choices, enter the term "global" in the search field.

   

4. Click the more details icon of "enableGlobalSettingsForPaymentProcessing"

   The first setting we need to update is the "enableGlobalSettingsForPaymentProcessing" setting. To do that, click on the more details icon.

   

5. Enter "1" in the "Value" field

   Enter "1" in the "Value" field to enable global payment processing for both ACH and card payments on account.

   

6. Click "Save"

   Click the "Save" button to apply the update.

   

7. Click the more details icon of  "enableGlobalSettingForpaymentProcessingCardAccount"

   If you want customers to only have ACH available and not card account payments globally, click the more details icon of the setting "enableGlobalSettingForpaymentProcessingCardAccount",

   

8. Enter "0" in the "Value" field

   Enter "0" in the "Value" field to turn off global card payments on account.

   

9. Click "Save"

   Click "Save" to apply the update.

   

10. Search for "paymentsystem" in the Settings

    The second setting you want to check is which payment provider you have set for the bank account. In the Settings screen, search for "paymentsystem".

    

11. Click on the more details icon of the "PaymentSystemBankAccount" setting

    Click on the more details icon of the "PaymentSystemBankAccount" setting.

    

12. Enter the ACH payment provider

    If you are using ACH.com, enter ACH in the "Value" field.

    

13. Click "Save"

    Then, click "Save" to update the changes. You have now enabled all customers to make ACH payments in the customer portal. In order for customers to access payment methods, they will need to be assigned the Accounts Payable role.