Making Payments with ACH Direct Debit

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The article outlines the steps necessary to enable your Glofox account to process ACH Direct Debit payments via Stripe. It also covers the various ways that an ACH DD Mandate can be set up for a Client through the Dashboard, Web Integration and Member App & Glofox Pro.

  1. What is ACH Direct Debit
  2. Configuring Glofox Payments
  3. Adding ACH DD to a Client from the Dashboard
  4. How a client can add ACH Direct Debit on the Web Portal
  5. How a client can add ACH Direct Debit on the Member App

 

What is ACH Direct Debit

An ACH payment is a type of electronic bank-to-bank payment in the US. It’s made via the ACH network, rather than going through the card networks such as Visa or Mastercard. It allows for a better user experience for your members with the instant verification process.

 

Configuring Glofox Payments

To enable ACH Direct Debits, you need to set up Glofox Payments. To do this, follow these steps

  1. Navigate to the 'Payments' tab in Settings
  2. Click on the Configure button at the top of the page  Screenshot_2021-10-20_at_11.26.05.png
  3. Complete the setup form providing Stripe with the information required to enable your account.
  4. Complete the setup form providing Stripe with the information required to enable your account.
    1. You will first be prompted to provide your banking information Screenshot_2021-10-20_at_11.18.02.png
    2. You will then be asked to provide information about your business ( this will differ depending on region)
      Screenshot_2021-10-20_at_11.29.24.png
    3. Then you will be asked for details of your business representative Screenshot_2021-10-20_at_11.32.32.png
  5.  You will then have an option to review & confirm your details
  6. Once confirmed , You'll be returned to the Glofox Dashboard and see confirmation of Onboarding.

 

Adding ACH DD to a Client from the Dashboard

To set up a Direct Debit mandate for a client via the Dashboard

  1. Navigate to the clients profile and click add Direct Debit
  2. Enter the payers name & email
  3. Read and Agree to terms & conditions
  4. Select Payers bank from list available
  5. Select Account to be linked
  6. Click Done

stripe_dd.gif

 

How a client can add ACH Direct Debit on the Web Portal

Clients can add their details from the Web Portal by following these steps:

  1. Navigate to the profile section and select Add Direct Debit.
  2. Enter Name & Email
  3. Read and Agree to Terms & Conditions
  4. Select Bank from list available
  5. Authorise with your bank
  6. Select account to be linked 
  7. Click Done

webportal_stripedd.gif

 

 

How a Client can add an ACH Direct Debit from the Member App

The steps for adding Direct on the Member App are the same as for the Web Portal.

  1. Navigate to the profile section and select Add Direct Debit.
  2. Enter Name & Email
  3. Read and Agree to Terms & Conditions
  4. Select Bank from list available
  5. Authorise with your bank
  6. Select account to be linked 
  7. Click Done

 

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