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Setting up ACH payments

You can pay your invoices by using ACH (Automated Clearing House) via the Cloud Management Platform. Please follow the step-by-step instructions on how to set up an ACH Payment for your company.

note

Required Permissions: Billing Profile Admin

You must be assigned access to the specific Billing Profile under which the domain is managed in order to purchase a license.

From the main CMP dashboard, select the edit icon next to the billing profile you would like to update.

From the billing profile screen, select Payment Methods from the left-hand menu:

From the Payment Methods screen, select ACH Payment, then select Link New Account to link your bank account.

We use Plaid (plaid.com) to perform secure ACH payments authorizations which don't require making small deposits to your account for verification.

Next, choose your bank.

Then enter the same credentials used for your online banking account.

After that, choose either a 'Checking' or 'Saving' account.

Finally, your bank account details should successfully be linked and saved for future ACH Payments.

Pay Invoice with ACH​

The saved ACH method will be available when you want to pay for future invoices.

We will automatically initiate ACH debits when your invoice is due. Please note, ACH payments take 4–7 days to process. While processing, the invoice will be shown with the "processing" state.