Choosing a client bank account for an ACH entry

Alerts and notices

If you've never set up the client's bank account, see Adding ACH or credit card information to clients. You can add account information in client setup or during payment processing. The account is saved for you to choose when you process payments in the future.

If you have set up client information, you can choose it while entering the payment information. After you enter an ACH or CC receipt, a CS Payment window will open. You may need to log in. From there, you can choose a saved account from the drop-down.If a saved account is missing from the list, click the Refresh List link. See Entering credit card and ACH payments if you're not sure how to enter an ACH or CC receipt.

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