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ACH Integration

Modules>CRM>Find, Query, or Add Individual>Individual Profile

ACH stands for Automated Clearinghouse (ACH), which is a form of payment that can be used within netFORUM .

In the Payment Method setup, you must select payment type as ACH. This is just like setting credit card payment methods.

Setting up the TeleCheck payment method

ACH is a payment method used for processing electronic transactions from bank account. (Contact PayFlow Pro for more information.) To use ACH, you must set up the ACH payment methods for the business units that will be accepting payments. If multiple business units will be accepting ACH payments, you must set up the payment methods for each business unit.

To set up the ACH payment method, complete the following steps:

1. Go to the Business Unit Profile.
2. Click the Payment Method tab located in the child forms section of the page.
3. Click the Add icon located on the payment methods child form.The payment method window displays.
4. Enter ACH in the payment method field.
5. Expand the payment type drop-down menu and select ACH.
6. Expand the business unit drop-down menu and select the desired business unit. This drop-down menu will default to the business unit whose profile you are working from.
7. Expand the cash account drop-down menu and select the cash account for the business unit that will be accepting ACH payments.
8. Check the available internally check box to make this payment type available in iWeb.
9. Check the available externally check box if this payment type will be available on eWeb.
10. Check the available on centralized shopping cart check box if this payment method is to be available when using Centralized Order Entry.
11. If you have multiple credit card gateways configured, expand the credit card gateway drop-down menu and select the correct credit card gateway for the ACH payments. If you are using only one gateway, the credit card gateway field will be empty and you will not need to select the gateway.
12. For an eWeb batch, enter the batch suffix.

When ACH is selected as the payment method, users need to enter the account owner name, bank routing number, select an account type (checking/saving) and account number. The account number is encrypted in the database and cannot be viewed by anyone.

PayFlow Pro Setup

Automated Clearing House (ACH). For information on performing ACH transactions, contact PayPal Sales Representative at paymentsales@PayPal.com.

Troubleshooting: DESC is a required field for CCD

General Error: Field format error: DESC is a required field for CCD

If you get this error, or a similar error mentioning DESC or CCD when processing an ACH transaction, then it could be that your merchant account is not set up correctly. You need to ensure that the ACH configuration on your merchant account is set to work for business-to-customer and not business-to-business. Contact your representative at the payment processor to resolve.

CCD is Corporate credit or debit. Primarily used for business-to-business transactions (source: ACH at Wikipedia).