Stripe: How to Set Up Customers with ACH Payments
In this article we will walk you through how to setup customers who want to pay by ACH from their bank.
Important: this is only for accounts using Stripe. If you are trying to connect ACH for RoasterPay please see this article.
Step 1 - Connect Account
- Click Sales > Customers > Edit
- Scroll to the Stored Bank Account section
- Enter the required bank information and click Submit.
❗️The customer's bank account isn't actually connected yet, so keep reading!
Step 2 - Verify Small Penny Deposits
Stripe will make two small deposits in your customer's account (less than $1) in the next day or two.
- Contact your customer to request the amount of the two, small deposits
- Return to the Stored Bank Account section while editing the customer
- Enter the exact two amounts of the small deposits without a decimal
- Click Verify
Step 3 - Update Customer Preferred Payment Method (optional)
- Click Sales > Customers > Edit
- Scroll to the Payment Preferences section
- Choose ACH from the list of of possible payment methods
- Click Save Payment Preferences