ACH Payment Method — Classic

ACH Payment Method

To use ACH payments, you’ll need to create a new custom Transaction Code that uses a non-credit card Payment Type.

To do this:

1. Go to Administration > Financial > Transaction Management > Transaction Codes.

2. Create a new Transaction Code by going to Administration > Financial > Transaction Management > Transaction Codes. In this example, the Transaction Code is 9111.

   This new Transaction Code must not be a credit card, so ensure the Payment Type is set to Others.

   

3. With the Transaction Code you created in step #2, create a new Payment Method by going to Administration > Financial > Transaction Management > Payment Methods.

   This new Payment Method must not be a credit card, so ensure the Credit Card Type field is left blank.

   Input the Transaction Code you created in step #2 in the Code field, then click Save.

   In the below example, the Payment Method is ACH. In practice, you can name the Payment Method whatever you choose, so long as the name is limited to 5 characters.

   

Provide this new custom Transaction Code to your Sertifi implementation team.