Take a one time ACH payment

brinton Registered User ✭

June 2018 edited June 2018 in SiteLink General Discussions

We are new to sitelink and i was wondering if there was a way to take a one time ACH payment from a customer? I have done ACH payments for customers who have it on auto bill. 

Tagged:

• SiteLink Approved Answer
• ACH

0

Comments

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  Jeffrey_Buller Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭

  June 2018

  Enter the info as if they are going to go on autopay.  Choose autopay none. then save out. Set yourself a reminder to take the payment on the day you need to take it.

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  JulieA Registered User ✭✭✭

  June 2018

  In the payment screen Ctrl Shift h will let you process an ACH.
  

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  brinton Registered User ✭

  June 2018

  I tried the Ctrl Shift h and nothing happened. 

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  skinman Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭

  June 2018

  Once you hit CTRL-SHIFT-H, go to the drop down menu and ACH Bank debit should be on the top. Select it and you are on your way.

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  Sue_C Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭

  June 2018

  JulieA said:

  In the payment screen Ctrl Shift h will let you process an ACH.
  

  
  
  @brinton, make sure ACH is enabled in Payment Types under Program Defaults.

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  brinton Registered User ✭

  June 2018

  Thank you, i found out that my permission to take ACH payments wasn't turned on

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