Enabling ACH and Check Payment Methods

Abstract

Businesses can enable both ACH and Check payment methods for vendor payment. Properly setting these payment methods ensures secure, timely transactions and accommodates various payment preferences of vendors or clients. For instance, a company that regularly pays suppliers will benefit from ACH payments for quick, electronic transfers, while check payments provide flexibility when electronic methods aren't feasible.

This article provides administrators with clear, step-by-step guidance for enabling ACH and Check payments within their business entity settings.

Enable ACH Payments

Enabling ACH payments is a fundamental step toward automating electronic payment transfers. This allows your organization to send payments directly from your bank account to your vendors, reducing the need for manual payment processing.

Follow these steps to enable ACH payments:

1. Once you have verified your business entity, the next step listed in your implementation checklist is enabling ACH payments. To begin this process, first navigate to the Business Entities page:

   

2. From the Business Entities list, locate and click on the entity you previously added to open its settings:

   

3. On the entity's settings page, you will see two payment method options: Pay via ACH (Not Enabled) and Pay via Check (Not Enabled):

   

4. Start by setting up ACH payments — click on the Setup button next to the Pay via ACH (Not Enabled) option:

   

5. A new screen will appear, which is fairly simple to configure; toggle the switch labeled Enabled to the On position, then click the Save button to save your changes:

   

6. After saving, you'll see the Pay via ACH status change from (Not Enabled) to (Enabled), confirming that ACH payments are now successfully activated within your settings and ready for further configuration:

   

Enable Check Payments

Enabling check payments provides businesses with the option to process physical checks through outsourced check printing services. This method is beneficial when electronic transfers are not possible or preferred.

Complete the following steps to enable check payments:

1. After configuring ACH payments, the next step is to enable check payments. To start this process, click the Setup button next to the Pay via Check (Not Enabled) option:

   

2. When the setup screen appears, first toggle the Enabled switch to the On position, which will unlock additional sections necessary for complete setup:

   

   

3. As this payment method involves outsourced check printing, you need to provide detailed Company Information on Check so that checks printed will accurately display your business name and routing information. Enter the required field, including your Business Name and the address associated with your business that will appear on the check:

   

4. There's also an option available to include a Check Logo on the printed checks:

   

5. Next, you must complete the required Signature section:

   

   The signature provided here will authorize and authenticate your business checks, ensuring they are valid and legally acceptable for processing.

6. Finally, determine if checks should be available as a preferred payment method during payee onboarding. If desired, toggle the Payee Onboarding switch to On to enable checks as a preferred payment option:

   

   Alternatively, you can toggle Off to exclude checks from preferred payment methods.

7. Next, click on the Save button to save your changes:

   

8. Once saved, you will notice the status change from Pay via Check (Not Enabled) to Pay via Check (Enabled), confirming that check payments have been successfully activated:

   

Once all settings are configured and saved, both ACH and Check payments will be enabled, and your organization can now proceed with utilizing these payment methods.