Using ACH in the Client Portal

If you're using ACH through SA Payments powered by Clearent, your clients must add their bank account information through the Client Portal to ensure the security of their personal information. You cannot add their bank account for them.
This article will explain what ACH looks like to your clients from their Client Portal account.


Add or Remove Bank Account Information

When logged into a Client Portal Account:

  1. Click the Billing tab in the navigation bar at the top of the screen.
  2. Click the Add Account link in the column on the right side of the screen:

    mceclip0.png

  3. Enter your personal information on the Add Bank Account overlay, including Account type, Name on account, Routing number, Account number, and ACH payment description.

    mceclip1.png

  4. Check the box to agree to the ACH Terms and Conditions.
  5. Click Save Card

Remove or Update Bank Account Information

Once a bank account is saved, a card will appear in the space on the right side of the screen on the billing tab:

mceclip2.png

If you need to change or remove the bank account on file, just click the red trash can icon to remove the existing account. 


Make an ACH Payment

When you go to make a Payment from anywhere in the Client Portal, you'll see the bank account listed as a saved payment method for easy checkout:

mceclip3.png

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?