How to Store and Run Credit Card / ACH payments

Overview

If you're planning on setting up automatic payments for a client or prefer to keep a payment source on file for the people in your organization, this article will guide you through it! 

It's important to remember that you must be signed up with our payment processor to use this feature. If you're interested in setting up the ability to accept Credit Card and/or ACH payments, please fill out this application. 

Watch the Video Here

How to Store and Run Credit Card / ACH payments 

• Enter a Client Profile from the Client page by clicking on the client's name in blue. 
• Click the Payment tab in the client profile. 

• Click the Payment Info button in the upper right corner of the Payment tab. 

• Click Add Payment Source in the upper right of the pop up 
  • This will only appear if you have signed up and been approved to use our payment processor 

• Add in the ACH or Credit Card information into the pop up. 
  • You can add as many payment sources as needed. 

• Now when you go to Click Make a Payment or choose a payment source while creating an invoice, you will see the Credit Card or ACH as an option in the drop down. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639