Capture ACH Information with Consent Forms

PracticeQ allows you to add an ACH information form to a consent form template, which can be used to capture a client's ACH details.

The ACH form will connect directly with your payment provider, allowing you to create invoices and process payments. This is the ideal way to store account information because it allows you to collect payment without having access to full account details, drastically reducing your liability.

Add an ACH Form to a Template

1. Click My Forms → Consent Forms.
2. Open the Consent Form.
3. Click the credit card icon in the text editor toolbar.
4. In the Payment Method window, select ACH from the dropdown menu.
5. The Payment Information window will display.
6. Enter the account information and click Confirm.

Reminder: The card information will save to your payment provider, not to your PracticeQ system, increasing security. 

Charge a Client After ACH Information Has Been Captured

• Once a client has successfully submitted their ACH information, it will be stored in your payment provider account, and associated with the client record in PracticeQ.
• To create a charge, you must first have an appointment record for that client. If there are no appointment records for that client in your calendar, you can quickly create one just for this purpose, and even use a past date for it.
• Once the appointment is created, create a manual charge by opening the Invoice dropdown menu and selecting Issue and Enter Payment.

• In the dialog that opens next, you will see the captured account in a dropdown list. (The heading may vary slightly from the screenshot below.)
• Select the saved account, enter the amount and click Confirm.
• Alternatively, you can create the charge directly on your payment provider's website. However, the information about that charge will not be available in your PracticeQ account.