If you are using ACH through SA Payments powered by Clearent, your clients must add their bank account information through the Client Portal to ensure security of their personal information. This article will explain what ACH will look like to your clients in their Client Portal account.
Add or Remove Bank Account Information
When logged in to a Client Portal Account:
- Click the "Billing" tab in the navigation bar at the top of the screen.
- Click the Add Account link in the column on the right side of the screen:
- Enter your personal information on the Add Bank Account overlay, including Account type, Name on account, Routing number, Account number, and ACH payment description.
- Check the box to agree to the ACH Terms and Conditions.
- 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:
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 will see the bank account listed as a saved payment method for easy checkout: