ServiceCore now allows you to accept ACH payments within the software. This guide will go through how you can accept ACH payments within the ServiceCore platform. To do so you will need to know the customers ACH information.
- In your ServiceCore account, find the Invoice you’d like to pay using ACH. (From the invoice list you can click the 3 dots and select Record Payment.)
- Once in the invoice, select ACH Transfer from the payment method in the drop down menu.
- Enter in the amount you’d like to have paid/ applied to the customers balance.
- After that, you’ll enter in the Account Information. Select whether you’d like to save the bank information for future payments.
- From there you can select Save and View Payment.
That is how you take payments using ACH in ServiceCore!