Configuring ACH Payments

Abstract

ACH payments are a key component of payment automation in NetSuite. With SquareWorks Automate, administrators can configure ACH as a secure, electronic method for transferring funds from a verified business entity. Before enabling ACH, business verification must be completed to ensure compliance and prevent unauthorized payment activity.

This article explains the steps required to configure ACH payments in SquareWorks Automate.

Enable ACH Payment Method

Enabling the ACH payment method allows your business entity to process electronic payments through SquareWorks Automate. This setup becomes available once your entity has completed business verification.

Follow these steps to enable ACH:

1. To locate the ACH settings, hover over the SquareWorks menu, then select Automate, and click on the Settings option:

   

2. Next, navigate to the Payment Automation tab and click on Business Entities to view a list of your business entities:

   

   

3. From the list, click on the Business Entity. You’ll see options such as Pay via ACH and Pay via Check:

   

4. The next step is to enable these two payment options. However, to proceed, you must first complete the verification process. If the verification process is not complete, the status will display Business Verification (Not Verified), and the payment methods cannot be enabled:

   

5. Once the verification is complete, and the status changes to Business Verification (Verified), you can proceed to enable your business entities to accept ACH or Check payments:

   

6. Let’s first enable the ACH payment method and see how it works. To enable ACH, click the Setup button next to Pay via ACH (Not Enabled), which will take you to the Pay via ACH page:

   

   

7. By default, ACH is turned off (Disabled), and you need to turn it on for the newly created business entity. Use the toggle to turn ACH on (Enabled), then click the Save button to apply the change:

   

8. After saving, the status will update to Pay via ACH (Enabled), confirming that ACH has been successfully enabled for the selected business entity:

   

9. If needed, you can go back and toggle the ACH setting off again later based on your business requirements.

This concludes the overview of configuring ACH payments using SquareWorks Automate in NetSuite. Next, we’ll discuss how to configure outsourced check.