ACH Processing

Common Questions

• What Does My ACH Return Code Mean?
• What happens if an ACH is returned?
• How To Void an ACH
• When Will My ACH Transactions Fund my Account?
• How to Request Higher Limits
• How to Request Send Payment

Virtual Terminal

• What is a Virtual Terminal?
• Creating a Virtual Terminal
• Sending and Receiving Money using the Virtual Terminal

Emails

• Request Send Payment
• Requesting a Payment By Email
• Sending a Payment
• Sending Same Day ACH Debits
• Creating and Adding Email Templates
• Optional Email Settings

See all 20 articles

Invoicing

• Invoice History
• Sending an Invoice
• Invoice Settings
• External Invoices
• Receiving an Invoice (customer view)
• Editing an invoice after it has been sent

See all 9 articles

Online Forms

• What is the Online Form Builder?
• Creating an Online Form
• Editing an Online Form
• Posting a Form Online
• Online Form Field Types Explained
• Connecting Data to the Online Forms Builder

See all 9 articles

Reports/History

• Editing the report recipients
• Payment History
• Payment Request Status
• Payment Details
• Returned Payments
• Pulling a Report by Payment Type

See all 9 articles

Recurring Payments

• Setting Up a Recurring Payment
• Reporting for Recurring Payments
• Canceling a Recurring Payment

ACH Settings

• Partial Payments
• Short Pay
• Enabling Web Service
• Secure QB Plugin Setup Instructions
• Requesting Higher Limits and Faster Funding

Same-Day ACH

• Requesting Same Day ACH Debits
• Sending Same Day ACH debits

Managing your Contacts

• Adding a Contact
• Default Contact Settings
• Adding Multiple Contacts at Once
• Editing Contacts
• Finding a Contact
• Deleting a Contact

See all 7 articles