The following video describes how to use the ACH send for payment option when taking payment on an order.
SOP: Sending a Payment Link Using ACH in Send for Payment
Objective
This SOP explains how to send a payment link using the ACH payment option in Send for Payment. It ensures team members can select ACH, confirm the payment details, and send the link to the customer by email or text.
Key Steps
Open the Send for Payment screen and locate the ACH option 0:00
Navigate to Send for Payment.
Confirm that ACH payments are available as a payment method.
Note that ACH works the same way as a credit card payment in this workflow.
2. Select ACH as the payment method 0:08
Find the ACH option next to Credit Card.
Click or check ACH to choose it as the payment type.
Verify that the ACH option is selected before continuing.
3. Review or enter the payment amount 0:17
Check the amount due displayed on the screen.
If needed, enter a different payment amount.
Confirm the amount is correct before sending the link.
4. Choose how the payment link will be delivered 0:24
Review the email address where the payment link will be sent.
If preferred, choose the text message delivery option at the bottom.
Make sure the customer contact information is accurate.
5. Send the payment link 0:33
Click the Pay Link button to send the payment request.
Confirm the link is sent using the selected delivery method.
Proceed only after verifying the payment link has been generated successfully.
6. Explain the customer payment flow 0:45
Inform the customer that they will be directed to agree to the terms.
The customer will then click Make Payment.
After that, they will enter their bank account information and complete the ACH payment.
7. Understand the benefit of ACH payments 0:59
ACH provides an additional payment option for customers.
It gives both the team and the customer more flexibility when paying for a product.
Use ACH when a bank-account-based payment method is preferred.
Cautionary Notes
Verify the payment amount carefully before sending the link to avoid payment errors.
Confirm the customer’s email address or phone number is correct so the link reaches the right person.
ACH payments require the customer to complete their bank account details after opening the link, so be prepared to explain that process if needed.
Do not assume the customer has already agreed to terms; they must complete that step before making payment.
Tips for Efficiency
Use the default amount due unless a different amount is required.
Choose the customer’s preferred delivery method (email or text) to improve response time.
Keep a quick explanation ready for customers so they understand the ACH payment flow.
Since ACH works similarly to credit card payments in Send for Payment, follow the same general workflow and only change the payment method selection.