Help CenterACH OVERVIEW
- An ACH transaction is a money transfer made from the customer’s bank, and it eliminates the need to update a card on file. This option is great for customers who experience credit card/bank card fraud.
- The process takes about two weeks, so the customer’s invoice may appear past due while the transaction is pending.
- ACH transactions will show up on the A/R Aging report while pending but will drop off when the transaction is completed.
- Refunds cannot be processed until the transaction is completed.
· Pending ACH transactions may appear past due.
- Although the subscription shows “live”, an outstanding balance appears.
- The Bank Account Details will show the number of pending ACH transactions. Clicking on the blue text will bring up the associated subscription(s).
- The invoice status will be “overdue”, but the bank icon indicates that it is a pending ACH transaction.
- The bank icon will also be on the right-hand corner of the invoice.
- Attempting to charge the customer while a transaction is pending will prompt a warning.
