{"id":28207,"date":"2024-08-23T17:30:02","date_gmt":"2024-08-23T17:30:02","guid":{"rendered":"https:\/\/help.desk365.io\/en\/docs\/getting-started\/payments\/configuring-ach-payment-methods-for-your-desk365-account\/"},"modified":"2026-03-16T11:27:40","modified_gmt":"2026-03-16T11:27:40","slug":"configuring-ach-payment-methods-for-your-desk365-account","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/configuring-ach-payment-methods-for-your-desk365-account\/","title":{"rendered":"Configuring ACH payment methods for your Desk365 account"},"content":{"rendered":"\t\t
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\n Available with:<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Standard<\/span>\n <\/span>\n \n |<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Plus<\/span>\n <\/span>\n \n |<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Premium<\/span>\n <\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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As a business owner or finance manager, one of the most critical aspects of managing your operations is ensuring that your payment processes are efficient, secure, and cost-effective. <\/span>For US Based businesses,<\/span> the <\/span>Automated Clearing House (ACH) payment system, integrated with Desk365, offers a secure and cost-effective solution for handling electronic funds transfers between bank accounts.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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A comprehensive guide to ACH payments setup<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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To configure ACH payment methods for your Desk365 account, go to the Agent Portal and click on the “Settings” icon in the left-hand menu. Next, under the “Account” section, choose “Plan & Billing.” Choose your plan, enter the number of agents you want to include in your plan and click the “Proceed” button to continue <\/span>with your payment<\/span>.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"desk365-pricing-plan-upgrade\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Steps to subscribe to Desk365 Premium Plan via bank account<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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To subscribe to the Desk365 Premium Plan, start by selecting “US Bank Account” as your preferred payment method. Next, <\/span>you’ll<\/span> need to <\/span>finalize<\/span> your payment by filling in the required details, including your bank account information. You have the <\/span>option<\/span> to search for your bank from the list of available institutions or manually enter your bank details if your bank is not listed.\u00a0<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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If <\/span>you’ve<\/span> chosen to manually enter your bank details for ACH payments, follow the steps below to set up your ACH payment method securely and efficiently.<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Guide to manually entering and verifying ACH bank details<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Initiating verification<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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When <\/span>initiating<\/span> an ACH payment, the first step is to provide your bank account information. This includes entering your 9-digit routing number, which <\/span>identifies<\/span> your financial institution, and your unique account number, which ensures funds are withdrawn from the correct account. To prevent errors, <\/span>you\u2019ll<\/span> be asked to confirm your account number by re-entering it, adding an extra layer of security to the process.\u00a0<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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After entering your bank details, click on “Start Verification” to <\/span>initiate<\/span> the verification process. This will <\/span>involve<\/span> a micro-deposit of $0.01 being sent to your account, which should arrive within 1-2 business days. Once you confirm the deposit, your payment information will be verified<\/span>.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Verifying the deposits on the payment platform<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Once the micro-deposit appears in your account, y<\/span>ou can verify the deposit by clicking the “Verify” button shown below.<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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After <\/span>you click on the Verify button<\/span>, <\/span>you can securely <\/span>proceed<\/span> with the payment by clicking the “Verify Bank Account” button.<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"verify-bank-account\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Completing the payment<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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To complete your payment, enter the<\/span> 6-digit code\u00a0<\/span>starting<\/span> with “SM”<\/span>, from the micro-deposit<\/span>. <\/span> T<\/span>hen click “Verify and Pay” to complete the transaction. This step will securely <\/span>initiate<\/span> the transfer of funds from your bank account to the merchant. <\/span>Now you are all set, and your payment setup is completed.<\/span><\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"complete-payment\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Once the verification process is completed, the payment will be processed within 4-5 business days, with the amount automatically debited from your account. <\/span>\u00a0<\/span><\/p>

By completing this one-time process of entering and verifying your bank details for ACH payments, all your future transactions will be automated, ensuring a smooth and secure payment experience.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":18,"featured_media":0,"parent":28206,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-28207","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/28207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=28207"}],"version-history":[{"count":37,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/28207\/revisions"}],"predecessor-version":[{"id":35804,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/28207\/revisions\/35804"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/28206"}],"next":[{"title":"How to upgrade or downgrade your Desk365 plan","link":"https:\/\/help.desk365.io\/en\/articles\/how-to-upgrade-or-downgrade-your-desk365-plan\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/31234"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=28207"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=28207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}