PracticeQ Payments: ACH Transfers

PracticeQ Payments allow invoices and recurring payments to be paid via ACH bank transfer. 

About PracticeQ ACH Payments

• ACH payment fees with PracticeQ Payments are 1% with a cap of $10 per transaction.
• Clients can enter their banking information via an RTF (Real-Time Funding) Consent Form. See below.
• Alternatively, staff can manually enter the client's banking information in the Card/Banks tab of their client profile. See below.
• Once a client's bank account info is saved, account info can be used to pay for invoices and set up recurring payments just like a credit card.
• ACH transfers take 3-5 days to deposit.
• ACH payments cannot be set up as an auto-charge option and cannot be used by clients for online payments.

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Send RTF Consent Form to Client

1. Click My Forms and scroll to the Consent Forms section.
2. Open the consent form to wish you wish to add an RTF widget.
3. Place your cursor where you would like the widget to appear.
4. Click the credit card icon on the toolbar.
5. Select from three options:
   
   1. Credit card only
   2. ACH only
   3. Give the user the option to enter one or the other 
6. Once the client submits the consent form, the account info will save to their account.

Preview of ACH only widget:

Preview of Credit Card or ACH option:

Enter ACH Information in the Client Profile

1. Click Lists → Clients and open the client profile.
2. Select their Cards/Banks tab.
3. Click the +Add Bank Account (ACH) button.
4. Enter the bank account information and click Save Bank Account.
5. If the client wants the bank account information to be the preferred payment method, click set as preferred in the Preferred column. 

You may now use saved bank account information to take payments on an invoice and to set up recurring payments for their account.

Identify and View ACH Payments

1. Click Lists → Invoices.
2. In the Status filter, select Pending ACH Payments and Rejected ACH Payments.
3. Click Search.
4. This will give you a view of your ACH payments.