Menu Path: Finance > CC/ACH Processors > Menu > New 

• Enter the Processor Code and Description

• Select the Service Provider, Enter the API URL and API Key

Create a new payment method and assign an ACH processor 

Menu Path:  Finance > Payment Methods > Menu > New 

• Enter the Code and Description

• Select Type as ACH

• CC/ACH Processing Tab - Enble Use Payment Processor, Select Processor

ACH Payments

Menu Path: CRM > Customers > Customer List > Menu > Payment > Misc. Advance

• Select the Payment Method, Enter the Payment Amount and Accept

• Enter the Account Number and Routing Number

• Select the transaction type and click on Accept

• Check 'Save Account for future use' to save the details for future transa

Refund

Menu Path: CRM > Customers > Menu > Payments > Refund

• Select the payment method, Amount and Accept

Enter the Reference Number and Click on Accept

• You can use saved ACH information for the same customer's transactions

• Select the 'Use Existing Account', and Select the saved Account to process the transaction